Investment Management Division

At Equity Partners International, Incorporated, we provide investment management oversight services to our portfolio companies, to our own corporate asset group, and to family office entities.

Our activities began with the management of the firm’s excess cash flows from Private Equity Investments. This led to the formation of our investment management division.

What we offer is unique today, with comparative performance data on a range of investment advisory firms and third party money managers. Our approach is to do the following:

----it is your money, so you decide who the fiduciary firm is to hold your assets, and you decide which investment platform is right for you. You further decide on allocations, styles, and risk tolerances with your financial advisors and firms.

Equity Partners International, Incorporated will assist you by monitoring your corporate and personal portfolio performance and compare these to our range of monitored investment accounts at many of the major U.S. and International firms.

We professionally monitor corporate, trust, and personal portfolios and compare performance metrics to other portfolios held by many major firms including:

Our monitoring process will provide meaningful information for our advisory group about real portfolios and real performance. We oversee Unified Managed Accounts (UMA’s), Self Directed Accounts (SDA’s), and Separately Managed Accounts (SMA’s). This oversight process will provide valuable comparative tools for you to meet your investment goals. We work directly and indirectly with various corporations, private investors, retirement funds and more. Trust us to provide valuable comparative information for you to reduce risk and increase returns on your assets for you.

Here is a link to one of our recent monitoring reports –

If you need to speak with our professional investment advisory group, email us at or give us a call now. We will happily get back to you as soon as possible, and look forward to hearing from you soon.

Year end performance Chart

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