We are objective, third-party investment consultants.

Equitas Capital Advisors is one of the Gulf Coast’s largest independent investment management consulting firms. Our client portfolio includes endowments, foundations, corporate retirement plans and high net worth individuals with assets of approximately $3 billion. With over 100 years of collective firm experience, we have developed the resources of a large corporation while maintaining the flexibility of a small, independent firm.

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, placing itself on par with its New York-based peers and ahead of its regional competition.

The company is [...]

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

GRATHAM’S CAUTIOUS OUTLOOK

Jeremy Grantham is one of the current asset allocation gurus on Wall Street.  He was co-founder of Batterymarch Financial Management in 1969 prior [...]

Attached is part of a research report from a long conference call that we had today with one of our money managers.  This abbreviated report [...]

Equitas has earned top rankings in the industry, placing itself on par with its New York-based peers and ahead of its regional competition.

The company is [...]

This quarterly KnowRisk Commentary gives you two views of government debt. The first is a greatly simplified description of the US budget called Federal Budget [...]