Dr. Kenneth Kim, Chief Financial Strategist for EQIS Capital Management Sheds Light on Flaws of Mutual Funds

San Rafael, CA -- (ReleaseWire) -- 06/18/2015 -- Dr. Kenneth A. Kim, co-author of the book "Mutual Funds Exposed: What You Don't Know May Be Hazardous to Your Wealth," will be an hour-long live radio guest on Peter Moses's radio show on WVOX 1460 AM in Westchester, NY, and streaming live at http://www.wvox.com, this Monday, June 22, 2015 from 3-4 pm ET. Dr. Kim is the Chief Financial Strategist of EQIS Capital Management in San Rafael, CA.

"If investors are invested in mutual funds primarily, they are behind the times," says Dr. Kim. He believes that mutual funds are typically costly poor performers, tax inefficient, non-transparent, and even sneaky. He will shed some light on the negatives of investing in mutual funds, and propose a modern alternative, in an easy-to-understand way.

Investors and financial advisors can obtain a free copy of the book (in PDF version or flipbook version) for a limited time at http://www.mutualfundsexposed.com

Dr. Kenneth A. Kim has been a finance professor for 20 years. His academic career was spent exposing inefficiencies in financial markets and in the financial industry. His dedication to protect and to help individual investors motivated appointments as a senior financial economist at the SEC in Washington, DC, and as a consultant for the CFA Institute. Dr. Kim has been quoted or his research has been cited in the New York Times, Wall Street Journal, Washington Post, Forbes, Barron's, and USA Today.

About EQIS
EQIS delivers access to institutional style money managers and directly owned securities in SMAs with an account minimum of only $25,000.

For more information visit http://www.public.eqis.com

The information contained herein is believed to be reliable but is neither guaranteed by EQIS Capital Management, Inc., nor any affiliated EQIS companies. Content includes EQIS's opinions and is not guaranteed. The information is intended for the exclusive use of licensed investment professionals. This is not a solicitation to buy or sell securities. CID 150322

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San Rafael, CA -- (ReleaseWire) -- 01/27/2015 -- According to Dr. Kenneth Kim, Chief Financial Strategist of EQIS Capital, the immediate positive effect that a highly-liked Super Bowl commercial can have on its stock price has simply worn off.

Dr. Kim studied the last ten years of Super Bowl commercials and the movement of the stock prices of companies that had advertised, as a follow-up to research he'd published in 2009 which analyzed the same data on the Super Bowls from 1989 to 2005. His original research had revealed that publicly-listed firms that aired highly-likable Super Bowl commercials, based on the USA Today survey of viewers, got an immediate stock price boost the Monday after the Super Bowl. However, he since has found that over the last ten years the pattern has disappeared. Firms with the most-liked Super Bowl commercials no longer seem to enjoy a stock price boost on the Monday after the Super Bowl.

According to Dr. Kim, who has been a university finance professor for 20 years, for nine out of the last ten years, the most-liked commercial was either Budweiser or Doritos (the only exception was Snickers in 2010, but that firm is not publicly-listed). "So, for Budweiser and Doritos, I think the immediate positive effect that a highly-liked Super Bowl commercial can have on their stock prices has simply worn off," he said.

About EQIS
EQIS is a Turnkey Asset Management Platform (TAMP) that can provide separate account management through direct investments in the stock market, coupled with low cost ETF strategies. In addition to managing money in-house, it has outside specialty managers who have passed EQIS's stringent due diligence process. For more information visit http://www.public.EQIS.com

The information contained herein is believed to be reliable but is neither guaranteed by EQIS Capital Management, Inc., nor any affiliated EQIS companies. Content includes EQIS's opinions and the opinions of Kenneth A. Kim, PhD and is not guaranteed. The information is intended for the exclusive use of licensed investment professionals. This is not a solicitation to buy or sell securities. CID 150034

http://www.sciencedirect.com/science/article/pii/S0165176509000330
http://admeter.usatoday.com/2015/01/13/all-time-greatest-super-bowl-commercials/

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SMA FORMAT WITH NO MINIMUMS CAN SET COMPANY APART WITHIN INDUSTRY

San Rafael, CA -- (ReleaseWire) -- 01/26/2015 -- "Tom Cote has been chosen to head EQIS's 401(k) effort," said Scott Winters, CEO and Co-founder of the asset management and financial technology company. As Vice President of Business Development at EQIS, Mr. Cote is focused on growing the 401(k) business to complement EQIS's rapidly growing wealth management practice.

"We're excited to be able to offer true managed account 401(k) plans with no minimum account balance. Individuals are typically invested directly in securities rather than bundled in mutual funds. Participants can have their own investment policy statement correlated to their personal risk profile and hold a unique portfolio that appropriately suits their long-term retirement needs and objectives," said Mr. Cote, who has worked in sales, marketing, and management within the financial services industry for over thirty years.

"Throughout his career, Tom has worked with many 401(k) plans and their participants as their advisor. He understands the unique process and democratization of the services we are offering and will convey this uniqueness to the advisor community," said Mr. Winters.

Previously, Mr. Cote was a Principal and owner of Total Solution Financial Partners, a financial services consulting firm providing a broad range of sales and support to the retirement plan and wealth management marketplace. He has held key positions with Fidelity Investments, Federated Investors, The Pacific Stock Exchange, and Security Pacific National Bank.

About EQIS
EQIS is a Turnkey Asset Management Platform (TAMP) that can provide separate account management through direct investments in the stock market, coupled with low cost ETF strategies. In addition to managing money in-house, it has outside specialty managers who have passed EQIS's stringent due diligence process. For more information visit http://www.public.EQIS.com

The information contained herein is believed to be reliable but is neither guaranteed by EQIS Capital Management, Inc., nor any affiliated EQIS companies. Content includes EQIS's opinions and is not guaranteed. This is not a solicitation to buy or sell securities. CID 150010
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For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm