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 224 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.

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Company News

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 […]

Equitas announces the Promotion of Derek Fossier

David S. Thomas, Jr., CEO of Equitas Capital Advisors, LLC announced that Derek L. Fossier, MBA has been promoted to Director of Investments and Investment […]

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Research

The capital markets have grouped equities into two main divisions: Growth and Value.  These two groups are differentiated by the “style” of the […]

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 […]

“Choosing an asset allocation is one of the most important decisions that investors make.” – Rodgers & Associates, 2016

“In a landmark […]

Why does everything in the press these days seem to be a crisis?  A crisis triggers emotions that have a powerful effect on […]