Aequitas Investment Advisors was founded in 1991 as an independent investment advisory firm offering services to individual clients and trustees of non-profit organizations. The firm offers a unique combination of highly personal service, substantial experience and independent advice. By working on a Fee-Only basis, clients are assured of an objective and practical presentation of solutions to address their unique financial goals.
Aequitas hopes to work with you through all investment planning phases as your financial partner and trusted investment advisor.
Experienced, Dedicated & Resourceful
Experienced: Since 1975, the Senior Principal of the firm has provided counsel to hundreds of clients and organizations over all aspects of their financial lives, including Investment Planning, Retirement Planning, Estate and Charitable Planning. In addition to working with a limited number of individual clients and their families, the firm specializes in providing Investment Consulting Services to Fiduciaries of Trusts, Family Foundations and Endowment Funds.
Dedicated: Members of the firm serve on various investment committees, belong to study groups and are involved in continuing education. The firm performs extensive research into the latest developments in investment planning and strategic asset allocation.
Resourceful: In today’s technologically connected world, the amount of financial information available to individuals is overwhelming and often conflicting. Aequitas assists clients in sorting through the mass of available information and gleaning what is appropriate, practical and economical. Furthermore, the firm has developed relationships with several financial organizations enabling clients to gain access to valuable academic research, leading-edge strategic analysis and fee advantages formerly available only to institutional investors.