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

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

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 […]

A line between active and passive investment funds is set to cross next year.   Since the end of 2006, investors have withdrawn […]

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