In 1991 Equity Concepts was founded by Michael Thaler. John Robinson joined the firm shortly thereafter and together they set out to build a wealth management firm focused on exceptional service and institutional investment access. These ideals are reflected in their mission statement: “To enable our clients to become the best possible stewards of what God has entrusted to them.” This vision has led Equity Concepts to both substantial growth and success, and we reflect on that, as we mark our 25th anniversary — check it out:
About Equity Concepts: Equity Concepts was founded in 1991 as a financial services firm focused on exceptional service and institutional investment access. This strategic focus allows Equity Concepts’ clients to gain the most from a relationship with the firm. Equity Concepts provides comprehensive investment and financial services to individuals, families, businesses and institutions.
To learn more about Equity Concepts, please visit: https://www.equity-concepts.com
Diversification and asset allocation strategies do not assure profit or protect against loss. Indices mentioned are unmanaged and cannot be invested into directly. Past performance is not a guarantee of future results. Investing in securities involves risk of loss. Further, depending on the different types of investments there may be varying degrees of risk. An alternative investments strategy is subject to a number of risks and is not suitable for all investors. Investing in alternative investments is only intended for experienced and sophisticated investors who are willing to bear the high economic risk associated with such an investment. Certain risks may include but are not limited to the following: loss of all or a substantial portion of the investment, short selling or other speculative practices, lack of liquidity, volatility of returns, absence of information regarding valuations and pricing, and complex tax structures and delays in tax reporting.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/ Dealer, Member FINRA/ SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Cambridge and Equity Concepts LLC and are not affiliated.