Over 200 years of combined investment experience, brought to bear for institutions, boards, and retirement plans, and the legacy-focused families who deserve the same standard of care.
Investment committees, foundations, endowments, and retirement plan sponsors trust Equitas for institutional-grade consulting, and confident, defensible decisions the whole room can stand behind.
Explore Institutional Services →Institutional-grade discipline, now available to high-net-worth families. We help you grow, protect, and transfer wealth with a level of rigor most families never have access to.
Explore Family Wealth Management →David Thomas, CEO and founder, on what it means to bring institutional-grade discipline to clients who have never had access to it, and why that distinction matters.
Whether you represent a board, a foundation, or a family with a generational vision, we'd like to hear from you.