Blank Equity Management LLC

Blank Equity Management provides financial planning, consulting engagements, and discretionary portfolio management primarily for individual clients, and also serves pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. Engagements range from single-project or hourly consulting to ongoing investment management, and the firm may engage third‑party managers for all or portions of client assets.

The firm begins with a client interview to establish objectives, risk tolerance and an investment policy, and generally favors a long‑term buy‑and‑hold orientation while monitoring accounts and exercising discretionary trading authority when authorized. Investment analysis uses a mix of methods—fundamental, technical, charting and cyclical analysis—and recommendations can include exchange‑traded funds, mutual funds, private placements, convertible securities and other instruments.

Noteworthy operational features include a requirement that clients using the firm’s model portfolios custodian accounts at Charles Schwab & Co. and the firm’s general policy of directing trades through Schwab, along with receipt of Schwab-provided services that the adviser discloses as beneficial to its business. The brochure also discloses that representatives are licensed independent insurance agents who may earn commissions on insurance sales and that the firm’s principal provides advisory services through another registered adviser, arrangements the firm identifies as potential conflicts of interest.