Equinum is a white-glove wealth management firm for individuals, families and organized groups. Our mission is to grow the global community's wealth, one client at a time. Breaking with the tradition of 'we know best', we are committed to treating you like an equal, fighting for what's yours, and growing from legal fiduciary to family friend.
Equinum leadership hails from a diversity of financial disciplines, including a partner at New York accounting giant, Roth&Co. As a Roth&Co affiliate equally invested in relationships, we draw on Roth's legendary humanistic acumen.
Investing, like keeping fit, is very simple—but extremely hard. We all know that eating healthy and staying active builds fitness. The key is creating and sticking to a regimen through thick and thin.
Same goes with building wealth: Choose good investments, let them compound over time, and chances are you will see success. Sounds simple. But keeping focus, muting out short-term noise, and staying invested for the long term is easier said than done.
Enter Equinum. I have been professionally managing money on Wall Street for 15+ years, accumulating the acumen to gauge which gray clouds deserve our attention and which are wielded by financial media fearmongering.
Let my team help you grow and enjoy your wealth, and pass it on for generations.
As representatives of a Registered Investment Adviser, we carry a fiduciary standard, which compels us to prioritize your best interest. Our Founder and Chief Investment Officer, Aron Pinson, is also a CFA® Charterholder. That binds us all to an even more vigorous code of ethics, considered by most to be the industry's gold standard.
This is critical in a world loaded with so many stock brokers and life insurance salesmen who call themselves 'financial advisors', claiming the silver bullet to grow and preserve your wealth. Did you know the law does not require many of them to act in your best interest? The sad reality is:
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
Global Recognition
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.
