Behavioral consistency, not investment volume, remains the key contributor to
generational success. Take the long-term view and discover how market volatility proves more
opportunity than risk.
Rather than gamble with Wall Street whims, build the ideal balance of active and
passive strategies. Over your portfolio lifecycle, this is the kind of smart thinking that often
outperforms even riskier plays.
All interests aligned
Our model is to serve, not sell. Your performance is the ultimate incentive, so we
eliminate commissions, mutual funds with loads or 12B-1 fees, and proprietary products: We grow with
A lifelong relationship
Your wealth is in good hands. From crafting your custom plan, to sticking to its
doctrine, to shepherding your success across the generations, Equinum is management made for legacy.
and growing wealth for:
Turning high-net-worth into Ultra high net worth with investment strategies, working along your tax professional, and succession planning.
We empower corporations for
posterity and talent retention, and help non-profits maximize impact.
Global market access, off-market opportunities, private foundations, charity trusts, and beyond.
The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.
There are currently more than 138,000 CFA charterholders working in 134 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
High Ethical Standards
The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active professional conduct program, require CFA charterholders to:
• Place their clients’ interests ahead of their own
• Maintain independence and objectivity
• Act with integrity
• Maintain and improve their professional competence
• Disclose conflicts of interest and legal matters
Passing the three CFA exams is a difficult feat that requires extensive study (successful candidates report spending an average of 300 hours of study per level). Earning the CFA charter demonstrates mastery of many of the advanced skills needed for investment analysis and decision making in today’s quickly evolving global financial industry. As a result, employers and clients are increasingly seeking CFA charterholders—often making the charter a prerequisite for employment.
Additionally, regulatory bodies in over 30 countries and territories recognize the CFA charter as a proxy for meeting certain licensing requirements, and more than 125 colleges and universities around the world have incorporated a majority of the CFA Program curriculum into their own finance courses.
Comprehensive and Current Knowledge
The CFA Program curriculum provides a comprehensive framework of knowledge for investment decision making and is firmly grounded in the knowledge and skills used every day in the investment profession. The three levels of the CFA Program test a proficiency with a wide range of fundamental and advanced investment topics, including ethical and professional standards, fixed-income and equity analysis, alternative and derivative investments, economics, financial reporting standards, portfolio management, and wealth planning.
The CFA Program curriculum is updated every year by experts from around the world to ensure that candidates learn the most relevant and practical new tools, ideas, and investment and wealth management skills to reflect the dynamic and complex nature of the profession.
To learn more about the CFA charter, visit www.cfainstitute.org.