Equity Concepts LLC
Financial ServicesVirginia, United States11-50 Employees
Equity Concepts LLC is a financial services firm based in Henrico, Virginia. Founded in 1991 by Michael Thaler, with John Robinson joining soon after, the firm has built a practice centered on service and access to institutional investment opportunities. It delivers comprehensive investment and financial services to individuals, families, businesses, and institutions. The firm emphasizes risk management, aiming to control portfolio volatility and emphasize actual returns rather than trying to beat the market. Its approach positions portfolios to shield against downside while preserving upside potential, with expertise in alternative investments that are not correlated with broader markets. The overall objective is long-term wealth stewardship and helping clients realize their full financial potential.
1-888-653-2347 
support@leadiq.com 
