Pattern Financial vs Equi: Invest in Alternatives Usage & Stats
Meet your new financial partner.
Achieve your goals with one-on-one, on-demand advice from your matched financial advisor and seamlessly invest in portfolios tailored to your needs. Feel confident with personalized financial plans, asset management, and access to private equity investments (coming soon).
Advisor Matching
Match with a Credentialed Financial Advisor based on your goals.
Personalized One-on-One Advice
Get on-demand answers to your most pressing financial questions via live chat with your matched advisor. From retirement planning and tax optimization, to tricky questions regarding stock options and equity grants, our advisors are here to help you achieve your financial goals.
Ready, Set, Invest
Investing made easy. Answer a few questions about your situation and aspirations, and we’ll recommend a diversified portfolio that’s personalized for you. We’ll handle the trades. Need more help or have questions? Reach out to your team in the Pattern app or, simply sit back and watch your money work through Pattern’s dashboard.
A Partner You Can Trust
We’re a fiduciary - we’re legally obligated to put your interests ahead of our own.
Legal
Investment Advisory Services offered through Pattern Advisors LLC (“Pattern”), a Registered Investment Advisor. Investments involve varying degrees of risk. Past performance is not a guarantee of future performance. It should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Privacy Policy: https://www.patternfi.com/disclosures/privacy
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Equi uses a data-driven approach and a modern technology platform to bring hedge fund investment opportunities to accredited investors.
ROBUST SCREENING
Of the over 12,000 funds we pull data on, only around 200 meet the following criteria:
- Over 8-year track record
- Greater than 10% annualized returns
- Low or no correlation to the S&P 500
- Less than 15% volatility
NEXT-LEVEL ACTIVE MANAGEMENT
We take active management to the next level. Always-On Equi Hedge is a proprietary, dynamic overlay hedging program that protects your multi-strategy portfolio in real-time.
TRUE DIVERSIFICATION
Over 19% outperformance vs. S&P 500 in 2022, partly due to a negligible correlation of underlying strategies to the S&P 500
LOWER FEES
We negotiate lower fees from underlying managers on the Fund’s behalf
GET STARTED
Set up is easy. Sign up for a free Equi account. Tell us your financial goals. View fund materials and/or speak to an expert. Make your investment in just a few days.
DISCLOSURE
Towards Equilibrium Inc. (“Equi”) and Equilibrium Ventures, LLC. (“EquiV”) communications are intended solely for informational purposes. They should not be construed as investment, legal, tax, or trading advice and are not meant to be a solicitation or recommendation to buy, sell, or hold any securities including the funds mentioned. Any such offer or solicitation can only be made by means of the delivery of a Confidential Private Placement Memorandum to qualified eligible investors.
EquiV is a registered investment adviser located in the United States. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the entity by the Securities Exchange Commission. Equi and Equiv are not brokers or dealers.
Products are only available to select investors in select locations.
Past performance is not indicative of future results and an investment in a private fund involves the risk of loss. The investment in any private fund is illiquid, speculative, and involves a high degree of risk and various funds (including those managed by Equi) have materially different performance, depending on adviser choices made, market movements, and many other factors that are often time and circumstance specific.
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Pattern Financial vs. Equi: Invest in Alternatives ranking comparison
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Pattern Financial VS.
Equi: Invest in Alternatives
January 3, 2025