Blank Equity Management LLC

Blank Equity Management provides personalized investment management and financial planning consulting services, primarily serving individuals and families. The firm begins by assessing each client's financial circumstances, risk tolerance, and investment goals before developing customized strategies. Blank Equity Management offers consulting services that range from single-project assignments, such as retirement planning or insurance analysis, to comprehensive financial plans. For investment management clients, the firm builds and monitors diversified portfolios consisting of stocks, bonds, mutual funds, exchange-traded funds, and private placements, operating with full trading authority to make investment decisions on behalf of clients. Blank Equity Management also offers retirement plan consulting services for employer-sponsored plans. The firm operates independently and uses Charles Schwab as the primary custodian for client accounts.