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

A Decade in Review

At New Years’ Eve in 2009, the mood was somber yet cautiously optimistic as the S&P500 had rebounded halfway from […]

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

Growth has the Momentum

For this KnowRisk Report, we are undertaking some research on the pivot points between the Growth and Value […]

While the 1st Quarter 2019 saw a much-welcomed V-shape recovery from the 4th Quarter 2018 decline, there are still a few clouds hanging […]