EquiStar Wealth Management Inc.
Investment Bank/Securities Brokerage - Winter Park, FL, US
EquiStar Wealth Management Inc. Employees
EquiStar Wealth Management Inc. Details
Equistar Wealth Management Inc. is a boutique money management firm located in Orlando Florida that is a fee-only Registered Investment Advisor.MissionWe strive for superior growth of capital through a focused equity strategy that focuses on generating superior returns within defined and controlled risk management. DescriptionEquistar seeks superior investment returns with a long term investing perspective. Our portfolios use a fundamental, bottom-up research approach and invest in securities of all market capitalization. As a separate account manager we seek to invest in growth companies at value prices and focus on out-of-favor or misunderstood companies with robust balance sheets, proven management teams and solid financial underpinnings. Particular attention is paid to those securities with an abundance of cash and trading at modest multiples of book value and forecasted earnings. Typically, Equistar seeks investments that it believes can double or triple in price within a 2-3 year timeframe. Depending upon risk tolerance and overall objectives... the portfolios are typically split according to market conditions into long-term core positions and short-term tactical trading positions and is diversified across several sectors including technology, health care, real estate and financial services. The strategy invests primarily in U.S. stocks and to a lesser exent some ETF's and/or foreign companies. Our top 10 positions usually comprise approximately 50 to 70% of the portfolios total allocation. Therefore, Equistar is more focused on achieving superior long term returns over short term volatility.
EquiStar Wealth Management Inc. Technologies
Email Providers
Outlook
Load Balancers
Varnish
CMS
Wix
Advertising Networks
Google AdSense
Hosting
Google Cloud Hosting
Other
Mobile Friendly