Joe Alexopoulos - Investment Mgmt - Fee-only Investment Mgmt & Financial Planning

Profession	Investment Mgmt

Specialty	Fee-only Investment Mgmt & Financial Planning

Group	CC5

Business Name	Aequitas Wealth Management

Title	Principal

Address	1901 Avenue of the Stars 2nd Floor Los Angeles, CA 90067-6001

Work Phone	(310)461-1430

Fax	(310)341-2325

Web Site	www.aequitaswm.com

Member Since	6/2009

As fiduciaries we provide unbiased investment management, financial advice and planning for senior professionals, business owners and their families to build and preserve their wealth. We deliver on this promise by accepting no commissions or compensation from any products or services we recommend. This ensures that we share the same economic interests as ours clients.

We integrate investment management with personal financial planning, risk management, estate planning and charitable giving with an attention towards tax mitigation. To experience the difference of unbiased financial advice, we offer your clients a complimentary no obligation second opinion review of their investments and financial situation.

Our specialty is working with people who have more complex investments or financial planning issues - those that don't fit tidily in an online calculator but require careful thought and customization in order develop meaningful strategies and advice.

We provide portfolio investment management with ongoing personal financial planning on a fee-only basis.
Our relationship begins with a complimentary introductory meeting to learn about your financial situation and goals. We also like to take this opportunity to introduce ourselves and our company and answer your questions.
Next, we prepare a proposal letter to you which has four parts:
1. A summary of our discussion to ensure we have listened and accurately understood your situation and objectives.
2. An investment management proposal.
3. Recommended financial planning strategies.
4. Action steps.
After you review the proposal and we answer any questions you may have, you decide whether or not to engage Aequitas Wealth Management as your advisor.

Typically, our clients are senior professionals and entrepreneurs who are looking for good sense, security, speed and serenity. They have acquired wealth and their goal is to build and preserve it.

We serve high net worth individuals, families, pension plans and non-profit organizations.

Three main factors set us apart from a conventional advisor:

1. We are independent from any bank, insurance company or brokerage firm. Independence ensures that our advice is unbiased and we are free to recommend any idea that is in our client's best interests. Because we do not accept any commissions or referral fees and are solely compensated by our clients, we eliminate this conflict of interest.

2. We directly manage our clients' investments and do not sub contract to third party managers. This allows us to construct a portfolio for a specific client's objectives and constraints and demonstrate how it benefits the client specifically.

3.We provide lifetime personal financial planning, education and advice as part of our investment management agreement.

Our offices are located in Century City, and we routinely meet clients in their offices or homes - recognizing that our clients are rarely on a 9 to 5 schedule, we make it a point to be available when they are.

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Social Clubs	La Grange, USC Alumni, Bryant University Alumni


Graduate Degrees	MBA, USC


College Degrees	BS, Bryant University


Speaking/Teaching Experience	Investment education workshops


Organizations	CFP (r), NAPFA, CFE Member

Los Angeles - Investment Mgmt

Specialties: Fee-only Investment Mgmt & Financial Planning