Remove Investment Management Minimum Barriers With Fractional Shares

EQIS Fractional Shares Guide

Discover how to access for your clients a world of premier investment managers historically out of reach for all but high-net-worth investors.

Preserve the integrity of portfolio construction for all clients:

  • Money manager minimums are waived
  • The integrity of portfolio construction not compromised
  • Highly diversified multi-manager UMA models with individual securities for as little as $25,000
  • Single-sleeve ETF models for as little as $1,000

Download our free guide to learn how to harness the power of fractional shares with a simple, scalable model portfolio management process.


Download EQIS Fractional Shares Guide