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Our Services

Our goal is to pair you with a professional, highly-trained Advisor that best suits your financial needs. With an average of over 20 years industry experience, you and your personal Equinox Securities Advisor will work towards attaining all of your financial goals.

We understand how important it is to have trust and confidence in both your Advisor and the Brokerage Firm. Creating a well-rounded relationship between you, the Advisors and the firm is extremely important to us. We are committed to providing you with all of the resources, tools and combined experience necessary to guide you through all of the challenges associated with investing today.

Our highly experienced team of Advisors and employees will work with you in:

  • Making appropriate Investment Product selections
  • Understanding your investment choices
  • Choosing your investment objective
  • Understanding your options
  • Determining your investment strategies
  • Meeting your time horizon
  • Determining your risk tolerance
  • Developing a financial plan
  • Developing your investment strategies

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We look forward to meeting all of your investment needs and forging a long term relationship based on Integrity, Trust, Service and Performance.

No Proprietary Products

Balance would be forever lost if, as a firm, we attempted to exploit your client relationships for our own profit or gain. Registered reps at Equinox have peace of mind that they will not be guided down a path of products but instead investment decisions will align with your client’s need and goals.

Investment Banking

Equinox works as an Investment banking partner with both public and private companies. We work both directly with issuers to help structure their deals and with other brokerage firms as a syndicate member. This allows us to provide these investments to our accredited clients, which many firms cannot.

Full Service Brokerage

Equinox Securities together with Cor Clearing services provides access to ALL Major U.S. Markets offering Stocks, Bonds, Options, ETF’s, and Mutual Funds.

Insurance Services

With our partners, we provide a full line of Insurance products to meet the needs and objectives of our clients. Through our partnerships we have relationships with most major insurance companies to provide options and service to our clients that our unmatched in our industry. We provide all Life, Health, Variable, and Fixed Annuity products to meet all of our clients Individual and Business needs.

Corporate Clients

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