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 236 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

The fair and equitable treatment of other people.

more +

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.

Click on the below link to read […]

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

Click on the below link to […]

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 […]

more +

Research

When I […]

It’s been a while since we issued an update on fundamentals, so we thought we’d roll up our sleeves and dig into the […]

Around 5,000 years ago (2.5 times as far back as Rome), humanity first domesticated the horse.  This new invention impacted economics, travel, and […]

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 […]