Equilibrium Ventures provides portfolio management and advisory services to individual investors through separately managed accounts, as well as managing private investment funds and pooled vehicles. For individual clients, Equilibrium Ventures tailors investment strategies based on personal goals, risk tolerance, and cash needs, investing in a mix of exchange-traded funds, individual equities, mutual funds, government bonds, municipal securities, fixed income instruments, and alternative investments. The firm emphasizes diversification, research, and risk management. In addition to individual accounts, Equilibrium Ventures manages various private funds focusing on strategies such as real estate, private credit, hedge fund investments, macro trading, and quantitative strategies. The firm is owned by Towards Equilibrium Inc. and is led by Chief Executive Officer and Chief Investment Officer Itay Vinik.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual asset-based fees range from 0.25% to 1% based on portfolio value and are negotiable depending on account size, future deposits, and services provided.