EquiStar Wealth Management Inc.

www.equistarwealth.com

Equistar Wealth Management Inc. is a boutique money management firm located in Orlando Florida that is a fee-only Registered Investment Advisor. Mission We strive for superior growth of capital through a focused equity strategy that focuses on generating superior returns within defined and controlled risk management. Description Equistar 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.

Read more

Reach decision makers at EquiStar Wealth Management Inc.

Lusha Magic

Free credit every month!

Equistar Wealth Management Inc. is a boutique money management firm located in Orlando Florida that is a fee-only Registered Investment Advisor. Mission We strive for superior growth of capital through a focused equity strategy that focuses on generating superior returns within defined and controlled risk management. Description Equistar 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.

Read more
icon

Country

icon

State

Florida

icon

City (Headquarters)

Winter Park

icon

Employees

1-10

icon

Founded

2009

icon

Estimated Revenue

$1 to $1,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(14)

Reach decision makers at EquiStar Wealth Management Inc.

Free credits every month!

My account

Sign up now to uncover all the contact details