A complete list of active advisors currently associated with Equity Investment Corp

Warmer can help you find a great advisor at Equity Investment Corp or one who fits your needs even better.

Equity Investment Corporation provides discretionary equity portfolio management to a broad mix of institutional and private investors, including individual and high‑net‑worth clients, trusts, retirement plans, and corporate entities. The firm also serves as a sub‑adviser to wrap account sponsors and UMA program sponsors and acts as the investment adviser to a registered mutual fund. EIC employs a fundamental, “absolute value” investment process across its All‑Cap, Large‑Cap, Mid‑Cap value strategies and an ESG variant, using in‑house valuation models, accounting‑focused due diligence, and portfolio construction that typically results in 30–40 long positions and relatively low turnover. The firm can combine its equity strategies with fixed income and other diversifiers for separate accounts and provides non‑discretionary investment models to UMA sponsors. Compared with many multi‑team peers, EIC has an unusually high client load per advisor (about 6,550 clients served by 16 advisors), reflecting a more standardized, scalable advisory delivery through institutional relationships rather than a reliance on individualized financial planning; the firm does not provide standalone financial planning services. It also serves several less common client types for its peer group, including insurance companies, state and municipal government clients, and investment company clients through its role with the EIC Value Fund.

To learn more about the advisors currently working at Equity Investment Corp, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.