Equity Concepts overarching investment philosophy is based on the idea that minimizing portfolio volatility leads to long term success.

YOU WIN BY AVOIDING BIG LOSSES.

EQUITY CONCEPT LINKS

Equity North

Equity North

Equity Concepts North, LLC (ECN) was formed with the mission to bring the best possible experience to its clients in managing their finances and insuring their future financial well being.

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Equity Concepts

Equity Concepts

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…

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Seltzer Financial

Seltzer Financial

It is more than just picking investments and retirement planning. At Seltzer Financial Strategies, wealth management is the integration and coordination of financial planning, risk management…

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