Company - Equitas Capital Advisors, LLC

COMPANY

MISSION STATEMENT:

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.

“New York quality with local delivery.”

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.

Headquartered in downtown New Orleans, Equitas Capital Advisors has 236 years of combined investment consulting experience serving clients ranging from corporations, endowments, foundations, family offices and high net worth individuals.

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 began introducing his 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), Master Limited Partnerships (2011), Active Asset Allocation (2012), Unconstrained Bonds (2014), and Artificial Intelligence (2017). Equitas is proud to offer our clients our depth of experience and knowledge in the investment management consulting industry.