Headquartered in Denver, Colorado, Equity Advisor Solutions provides Technology, Custody and Back Office solutions for RIAs, Turnkey Asset Management Programs (TAMPS), Hybrid Firms, Breakaway Representatives and Broker Dealers. Equity Advisor Solutions is an affiliate of Equity Trust Company. We help advisors consolidate systems, reduce technology expenses and manage all client assets, including alternative investments, on ONE custodial platform. Our powerful tailored technology suite helps firms streamline and create efficiencies, optimizing growth and saving money. We customize our service offering to meet your firm’s needs, regardless of your size. We offer a custom solution that differs from the “big guys” due to our accessibility, flexibility and culture built specifically for the RIA. At Equity Advisor Solutions, we offer unparalleled benefits to meet your needs: • Exceptional service that includes a dedicated relationship manager who knows you and your firm. • Comprehensive back-office services such as performance reporting, reconciliation and advisory fee billing. • Orion, one of the industry’s leading integrated portfolio management systems. • Flexible custody and trading solutions for mutual funds, equities, ETFs, and bonds. • Cutting-edge trading solutions that allow you to trade at an individual, global or model level. • Custody alternative investments: crypto, private placements, REITs, gold, silver, real estate & more. • Our guarantee that we will never compete with you for your clients. • We are set up specifically to serve advisors and their clients.
