Overview

Equitas Capital Advisors, LLC

Information by Research TrustFinance

https://equitas-capital.com/

Equitas Capital Advisors, LLC is an independent, SEC-registered investment advisory firm founded in 2010. The firm provides a range of services including investment policy and asset allocation, manager due diligence, customized portfolio construction, and performance reporting. It caters to a national client base of foundations, endowments, corporations, retirement plans, and high-net-worth individuals and families, focusing on delivering customized and holistic investment solutions.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service