Founded in 2004, Aequitas Investment Advisors, LLC is a New York-based firm that serves as a fiduciary for its clients, which include high-net-worth individuals, families, trusts, and foundations. The firm's mission is to provide independent, comprehensive, and objective advice to help clients achieve their financial goals. Being "fee-only," their revenue comes directly from clients, not from commissions or sales of financial products, which is intended to align their interests with those of their clients and minimize conflicts of interest. Their services encompass investment management, financial planning, retirement planning, and estate planning coordination.

Founded in

United States