Payment and Investment Plans

Plan Services & Administration

Our suite of investment plans are offered by industry leading experts that can guide you through the complexities of SEC filings, compliance, and regulatory infrastructure to find the best plan for your employees and your company. 

Each industry and situation opens new options and creates a unique path to achieve your goals, and it takes an expert to navigate successfully.

  • Direct Stock Purchase Plans (DSPP): if you’re looking to gain stability in your shareholder base and offer them an affordable way to build equity in your company, a carefully crafted DSPP can help. When stock is purchased directly, versus through a broker, it’s held for an average of 8-11 years, versus with a broker at 18 months.  These direct plans can be offered through EQ or through your S-3 registered plan.
  • Dividend Reinvestment Plans (DRIPs) allow your investors the opportunity to reinvest their cash dividends by purchasing additional or fractional shares with their dividend can help.
We know the most valuable asset in your company is your team.

We treat your team like our team

We help celebrate and foster engagement across your employee base by crafting the perfect plans for each level of your organization. 

Employee Stock Purchase Plans (ESPP) makes investing in your company easy for your team by deducting share purchases from payroll. Additional features in your ESPP can include:

  • Dividend reinvestment
  • Optional cash purchasing for obtaining additional shares of stock. This can be completed by check or debit for one-time or up to bi-monthly purchases.


Talk to our team today to find out more about EQ's full range of services to meet your organization's needs