Investment committees, foundations, endowments, and retirement plan sponsors trust Equitas to work directly with both committee members and staff, providing the documentation that fulfills their fiduciary mandate and building the consensus needed to put their portfolio to work for their mission. We help boards make confident, defensible decisions, explained in language the whole room understands.
Every engagement is built to withstand scrutiny from your investment committee, your auditors, and your stakeholders. We look at the whole financial picture, not investments in isolation, including spending policy, cash flow, projections, and mission alignment.
As a Registered Investment Advisor, Equitas is legally bound to act in your interest, in every engagement, always.
We review and modernize IPS documents that reflect each institution's objectives and risk tolerance. Spending policy and investment policy are treated as one framework instead of two documents that quietly drift apart. Every recommendation comes with documentation that reinforces compliance as your board turns over.
Quarterly reports benchmarked against appropriate indices and peer groups, plus in-person education for boards and committees, presented so every member understands the decision, not just the investment professionals in the room. Board members rarely arrive at the same conclusion the same way, and that's not a problem to manage around. It's the point of having a committee. We give members with different perspectives a structured way to work through disagreement and build toward real consensus, not just a signature.
We benchmark existing retirement plans against today's standards, including fund lineup, fee structure, and plan design, and guide sponsors through a clear, well-documented path to upgrade, including the fiduciary considerations that come with it.
We earn no commissions, no revenue sharing from fund recommendations, no trailing fees from asset managers. Our only financial interest is the integrity and growth of your portfolio.
Whether it's a stale IPS, an unreviewed 401(k) plan, or a spending policy that no longer matches your investments, we'll help you find the gap and close it, so your board spends less time defending process and more time on mission.
Request a Consultation