Ieq Capital, LLC

About

IEQ Capital Skip to main content Skip to footer Originating Ideas and Creating Opportunities THE PURSUIT OF INVESTMENT EXCELLENCE Awards & Recognition IEQ Named as a Top Investment Advisory Firm by Barron's IEQ is a Great Place to Work-Certified™ Company The awards listed are not an endorsement of any third party to invest with IEQ and are not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. Read More The Forbes ranking of Best-in-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://lnkd.in/gZnGua5G . The award listed is not an endorsement of any third party to invest with IEQ and is not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior

Key Contact

Geographic Focus