Equitas Capital Advisors, LLC
Information by Research TrustFinance
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.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial