Equity Investment Corporation is an independent registered investment advisor located in Atlanta, Georgia. The firm manages investment portfolios for individuals, high-net-worth clients, institutions, and other registered investment advisors through separate accounts, wrap programs, unified managed account programs, and a mutual fund. Equity Investment Corporation primarily focuses on value-oriented equity strategies across all-cap, large-cap, and mid-cap segments, as well as an environmental, social, and governance strategy. The investment team uses fundamental research, absolute valuation models, and value-trap avoidance techniques to construct diversified portfolios of high-quality companies with strong earnings and low debt. The firm operates with discretion over client accounts, aiming to generate long-term capital growth while remaining attentive to risk and tax implications.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees range from 0.30% to 1.00% per year based on account size, type, and servicing needs. Fees are negotiable.