Overview

IEQ Capital is a Registered Investment Advisor managing $17.7 billion in assets. The company aims to change the way wealth management is approached by combining both intellectual and emotional factors in investment strategies. Their services focus on achieving strong investment results while maintaining a values-oriented culture that emphasizes building connections and collaboration with clients. Unlike larger firms, IEQ Capital is independent and primarily employee-owned, which allows them to prioritize their clients' interests by adhering to a fiduciary standard. Their goal is to help clients reach their investment objectives without the complications that often come with larger organizations.

Simplify's Take

What believers are saying

• IEQ Capital's acquisition of EPIQ Capital expands its AUM to $32 billion.
• Hiring Jennifer Kowal enhances tax planning capabilities for ultra-high-net-worth clients.
• Expansion into Nashville increases IEQ Capital's geographic reach and client base.

What critics are saying

• Integration of EPIQ Capital may face operational and cultural challenges.
• Expansion into new markets may stretch IEQ Capital's resources thin.
• Focus on ultra-high-net-worth clients exposes IEQ Capital to economic downturn volatility.

What makes IEQ Capital unique

• IEQ Capital integrates intellectual and emotional quotient in wealth management.
• The firm focuses on ultra-high-net-worth individuals with personalized investment strategies.
• IEQ Capital is predominantly employee-owned, ensuring alignment with client interests.

Help us improve and share your feedback! Did you find this helpful?

YesNo