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Equitas
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Engineering Financial Solutions (SM)

Equitas Capital Advisors, LLC was established to be a unique company which blends the resources of a large global corporation with the flexibility of a small firm. The purpose of Equitas is to design, build, and deliver investment strategies to meet the goals of our investors. Equitas Capital Advisors has 148 years of combined investment consulting experience serving clients ranging from corporations, endowments, foundations, corporate retirement plans, family offices and high net worth individuals, with assets of approximately $2.6 billion as of December 31, 2012.

 

 


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

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Company News

Rankings

Equitas has earned top rankings in the industry.

The company is listed as a top 50 wealth management registered investment advisor in the most recent issue [...]

CEO David S. Thomas talks to Private Wealth Focus

Equitas Capital Advisors CEO David S. Thomas Jr. talks to Private Wealth Focus about the company’s strategies following the September 2008 fallout in [...]

Equitas selected by Tulane University

Equitas Capital Advisors, LLC selected as the investment management consultant to Tulane University’s Burkenroad Reports

CEO David S. Thomas talks to City Business

Equitas Capital Advisors CEO David S. Thomas, Jr. talks to New Orleans City Business about Master Limited Partnerships (MLP)

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Research

One day retirement wealth will be important – at least to those of us still kicking. The sources that determine our success include Social Security, [...]

It is no secret that the Federal Funds rate is extremely low.  It has been low for a while, and according to the Federal Reserve, [...]

THE CASE FOR DIVIDENDS

“Do you know the only thing that gives me pleasure?” oil magnate John D. Rockefeller once asked, “It is to see my [...]

The iconic Sherman brother’s song written for Walt Disney for the 1964 World’s Fair originally served to invoke world unity after the Cuban Missile Crisis. Capital [...]