Thanks for your interest in working more closely with EQIS! We have a stringent due diligence process that all Money Managers are required to complete. 

In the interest of saving you time, please review our most basic due diligence criteria prior to completing this form.

  1. Minimum of three years of real money returns (not back-tested)
  2. Risk/return or other value add versus benchmark(s)
  3. Mutual funds must typically use strategies that are not easily replicable in separate accounts. Use of options, swaps, and futures are examples.

If you feel your portfolio(s) meet these basic requirements, please proceed.

By submitting this form, I certify that I work for the Asset Management firm listed above. I also certify that the information contained herein is true and accurate.