About
Interactive Timeline
About
Mission Statement
Equitas Capital Advisors, LLC was established to be a unique company which blends the resources of a large global corporation with the flexibility of a small, independent firm. The purpose of Equitas is to design, build, and deliver financial solutions for our investors.
History
Although Established in September of 2002, the genesis of Equitas Capital Advisors dates back to 1982 when David Thomas, the firm’s principal began providing investment management consulting services to his clients. We are one of the largest independent institutional consulting practices domiciled in the state of Louisiana1 and the Gulf South. We have 121 years of combined investment consulting experience servicing clients ranging from endowments, foundations, corporate retirement plans and operating reserves, to family offices and high net worth individual with assets just under $3 billion.
Investment management consulting is what we do. We do not have the distraction or conflicts of an investment banking division, insurance products, retail brokerage, commercial lending, or equity research conflicts. We are an objective, third- party consultants.
While Equitas provides a full range of consulting services to our clients, we also pro-actively provide our clients with information and analysis on current trends in investing on an ongoing basis. For instance, David Thomas first introduced clients to professional money management (1982), REITs (1989), hedge funds (1994), structured notes (1998), Treasury Inflation Protected Securities – TIPS (2002), Commodities (2005), Bank Debt (2010), and Master Limited Partnerships (2011), Active Asset Allocation (2012). Equitas is proud to offer our clients our depth of experience and knowledge in the investment management consulting industry.