Equitas

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  • Investment Policy Statement
  • Asset Allocation Studies
  • Dynamic Risk Management
  • Manager Search and Selection
  • Performance Evaluation and Review
  • Investment Manager Style Analysis
  • Attribution Analysis
  • 401(k) Consulting
  • Alternative Investments
  • Fiduciary Education
  • Custody Review
  • Fee Negotiations

Equitas Capital Advisors, LLC
365 Canal Street One Canal Place Suite 3050 New Orleans, LA 70130
Phone: 504-569-9600 Toll Free: 866.797.4877 Fax: 504-569-9650

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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.

© 2011 Equitas Capital Advisors, LLC