Investment Strategies Resources
About Equity Services, Inc (ESI)
Established in 1968, ESI is broker-dealer affiliate of National Life Insurance Company, Montpelier, Vermont.
ESI’s foundation is rooted in the belief that everyone should have access to the responsible, goal-oriented guidance that a representative can provide
. Investment Management Resources
Available Solutions
Backed by an extensive product line and industry recognized professionals, ESI Investment professionals have the tools needed to help you invest effectively.
Our investment products, selected to fit your approach, include
Strategic Investments
Mutual funds1
Alternative investment programs2
Adviser 529 plans
Stocks, bonds, options
FDIC insured structured CDs3
Variable annuity & variable life products1
1- Variable Annuities, Variable Life and Mutual Funds are sold by prospectus. For more complete information, please request a prospectus from your registered representative. Please read it and consider carefully the product’s objectives, risks, charges and expenses before you invest or send money. The prospectus contains this and other information about the investment companies.
2- Alternative Investments are generally illiquid, and the estimated value may not be realized when the investor seeks to liquidate the security.
3- Structured CDs may not be suitable for all investors and are sold only by prospectus. Prior to investing, investors should carefully read the prospectus and pricing supplement which contains a detailed explanation of risks, tax treatment, and other relevant information about the investment.
Cost basis information is provided solely as a courtesy service. Neither ESI nor NFS guarantees that the information provided is entirely sufficient or accurate for tax reporting purposes, and are not liable for your reliance on, and use of such information. None of the entities referenced offer tax or legal advice. For advice concerning your own situation, please consult with a qualified professional advisor.
Experience & Technology
Many investors realize that the quality of life they’ll enjoy in the future is largely dependent on how they invest today. We guide you through the investment process and provide ongoing support using sophisticated software tools that offer vital research, portfolio analytics, and market updates.
An ESI investment professional can help guide you through the investment process and provide ongoing support in financial decisions. Your ESI investment professional can draw on resources made available through Equity Services to help evaluate, plan, execute and monitor the progress of your financial goals.
Investment professionals affiliated with ESI can also access a variety of sophisticated software tools that provide timely information, including web-based tools that:
Provide vital research and portfolio analytics
Keep you abreast of market changes and conditions
Provide support and ongoing management of finances
Provide a “snapshot” of your retirement preparedness and aid in directing your next steps
Provide vital research and portfolio analytics
Keep you abreast of market changes and conditions
Provide support and ongoing management of finances
Provide a “snapshot” of your retirement preparedness and aid in directing your next steps With Wealthscape Investor, you have 24/7 access to critical information and functionality. Please discuss functionality details with your representative.
Online mutual fund and equity trading
Check your order status and trade history
Access easy-to-read consolidated statements account correspondence, and tax documents
Electronic delivery option
Investment Philosophies
Strategic Approach
Long-term, buy-and-hold approach with a low frequency of portfolio adjustments.
Tactical Approach
Actively moves in and out of sectors asset classes, or countries based on the changing market environments. High frequency of portfolio adjustments
Dynamic Approach
Combines strategic and tactical elements by implementing small tactical deviations from the strategic, long-term asset allocation target. Frequency of portfolio adjustments varies.