We are driven by a shared commitment and foundational trust
At IEQ Capital you get a highly experienced investment team, not just an individual adviser. As fiduciaries and community leaders, we prioritize the best interests of our clients and hold ourselves accountable to building a culture of integrity.
Billion of Regulatory Assets Under Management *
Years that the core team has been together
Of the best and brightest minds
* As of 9/30/21; RAUM reported in IEQ Capital’s Form ADV filed in March 2021 totaled $11.6bn (as of 12/31/20)
Investors. Business leaders. At your service.
We are investors, not just advisers. We're independent and free from the limitations of larger financial institutions. These factors create a mutual incentive to provide investment opportunities tailored to your specific needs. Through clear communication and full transparency, we're dedicated to providing you with an exceptional client experience.
We continually strive to better ourselves and proactively seek feedback to help us in our quest of pursuing investment excellence and a values-driven culture. To that end, we have elected an Advisory Board to guide our growth and provide an independent point of view.