Investments

The idea behind investing is simple: to have more money in the future than you have today.  But making that happen isn't always so simple.  Equimark can help.  We offer an impressive array of investment solutions to help you achieve your investment goals.

A single investment portfolio can use active and passive investment strategies within one consolidated Equimark account.  Active investment strategies seek to achieve a higher rate of return than the benchmark, and passive strategies focus on low costs.  If you are investing taxable funds, we have strategies to minimize your taxes and again increase your net investment return.

We offer, through Multi-Financial Securities Corporation, a multitude of investment choices including thousands of no-load and load-waived mutual funds as well as stocks, bonds, and professional money management.  Professionally managed portfolios from Equimark provide you with daily tracking of your diversified portfolio, a monthly account summary and quarterly performance reporting. 

Sample Investments*

• Listed Stocks
• Treasury Securities
• Load Mutual funds at NAV
• Closed End Mutual Funds
• OTC Stocks
• Municipal Bonds
• Unit Investment Trusts
• Certificates of Deposit (CD's)
• Corporate Bonds
• No-Load Mutual Funds
• Mortgage Backed Securities (e.g. GNMA's, CMO's)

* Securities offered through Multi-Financial Securities Corporation, member FINRA/SIPC