Frequently Asked Questions
Find answers to common questions about our solutions, processes, and services.
What is EquiVestIQ?
EquiVestIQ is an equity and asset investment firm that provides structured investment solutions focused on long-term wealth creation and portfolio diversification.
What types of investments does EquiVestIQ offer?
We offer equity-focused strategies alongside diversified asset allocations that may include alternative assets and fixed-income exposure, depending on investor objectives.
Who can invest with EquiVestIQ?
Our services are available to individual investors, high-net-worth clients, and institutional partners seeking professionally managed investment solutions.
How does EquiVestIQ manage investment risk?
Risk management is integrated into every strategy through diversification, portfolio monitoring, asset allocation discipline, and ongoing market analysis.
How are portfolios monitored?
Portfolios are continuously monitored and periodically reviewed to ensure alignment with investment objectives and prevailing market conditions.
Is my investment information secure?
Yes. We use secure, enterprise-grade infrastructure to protect investor data, accounts, and communications.
How do I get started?
You can begin by creating an account or contacting our team to discuss your investment goals and explore suitable strategies.
Does EquiVestIQ provide performance reports?
Yes. Investors receive clear and transparent performance reports outlining portfolio structure, performance, and relevant updates.
How can I contact EquiVestIQ for support?
Our investor support team is available to assist with account access, reporting inquiries, and general questions through our official contact channels.