Equinum

INQ is a personalized robo-advisor platform, designed for investors in today’s tech-forward generation. A dedicated division under the Equinum house, INQ embodies our mission to democratize wealth preservation and growth with powerful, intuitive tools that empower the novice and experienced investor alike.

Behind the INQ product lives the pursuit of long-term growth: We believe you can start anywhere, by using the right tools and advice to grow your very own high-performance portfolio.

Millionaires are made.

Our second-generation platform.
For the next-generation investor

Designed by the financial minds behind Equinum, INQ harnesses automated technology to build and maintain an investment portfolio perfect for your long-term goals.

Your mind
at ease

Access your portfolio, and add funds,
at any time from anywhere.

Your wealth
on autopilot

Every dollar is auto-rebalanced, so you never lose
a minute in the market.

Design for
your goals

We recommend tailored-made portfolios geared
to your risk tolerance and goals.

A penny saved, a
penny compounded

Enjoy lower management fees— so
you can reinvest every penny saved

Put our expertise to use

$5,000 Minimum
.40% annual fee on assets above $50,000

Start now

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.