Engineering Financial Solutions®

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. Equitas Capital Advisors has over 200 years of combined investment consulting experience serving clients ranging from corporations, endowments, foundations, family offices and high net worth individuals.

A Reverse Mortgage on America

Defying widespread recession predictions, the S&P 500 stock market index soared an impressive 26% in 2023. As Warren Buffet says, “never bet against America.” That large headline number obscures the narrowness of a market lead by “the Magnificent Seven” (Nvidia, Tesla, Apple, Microsoft, Amazon, Meta/Facebook, and Alphabet/Google).

KnowRisk® Report News

2023 Investment Review – Magnificent Seven Lead Domestic Large Cap Outperformance

Defying widespread recession predictions, the S&P 500 stock market index soared an impressive 26% in 2023. As Warren Buffet says, “never bet against America.” That large headline number obscures the narrowness of a market lead by “the Magnificent Seven” (Nvidia, Tesla, Apple, Microsoft, Amazon, Meta/Facebook, and Alphabet/Google).

KnowRisk® Report News

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