Engineering Financial Solutions (R)

Equitas Capital Advisors, LLC was designed to blend the resources of a large corporation with the flexibility of a local, independent firm.  The purpose of Equitas is to design, build, and deliver financial solutions for our investors.  We are consultants with the job of engineering financial solutions for our investor’s needs.  Equitas Capital Advisors has over 190 years of combined investment consulting experience serving clients ranging from corporations, endowments, foundations, family offices and high net worth individuals.

 

 

David’s Articles on Forbes.com

A quiet, tranquil state of mind, evenness of temper, moderation, calmness, tranquility, repose or equanimity.

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Company News

EQUITAS ANNOUNCES THE HIRING OF SHEPARD A. BUCKMAN

David S. Thomas, Jr., CEO of Equitas Capital announces the hiring of Shepard A. Buckman, CFA, CMT to the company as a Senior […]

DIRECTOR OF INVESTMENTS DEREK FOSSIER TALKS TO U.S. NEWS

Derek Fossier, Director of Investments, talks to U. S. News about the difference between ‘strategic’ and ‘tactical’ asset allocations.

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CEO DAVID S. THOMAS TALKS TO U.S. NEWS

Equitas Capital Advisors CEO David S. Thomas, Jr. talks to U.S. News about choosing a Human or a Robo Advisor

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Equitas announces Brandon Grandbouche as Chief Operating Officer

David S. Thomas, Jr., CEO of Equitas Capital Advisors, LLC announced that Brandon S. Grandbouche, QPFC, has been promoted to Chief Operating Officer and Senior […]

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Research

The continuing strength of the stock market, even as the coronavirus pandemic batters the U.S. economy, has baffled many investors. The Dow Jones Industrial […]

My grandmother was born in 1898 when Oklahoma was still an Indian territory.  The amount of innovative inventions and new technology developed in […]

These are no doubt the “interesting times” from the old Chinese proverb.  As discussed before, bull markets die from trigger points and not […]

The coronavirus is the big news of 2020.  Originally thought an airborne virus which can be contained by masks, corona is now believed to be […]