business in New Orleans, Louisiana
Equitas Capital Advisors, LLC, engineers financial solutions to support clients ranging from nonprofit organizations to individuals with high net worth. The firm began in the early 1980s, when the company’s current CEO, David S. Thomas Jr. started out as an investment management consultant. In 2002, he established Equitas Capital and since then has employed his decades-long financial background to cultivate the firm’s clientele and expand its investment capabilities.
When collaborating with its clients, Equitas Capital conducts itself as if it were the client’s chief investment officer (CIO). This means that the company is capable of deploying many of the services CIOs often provide, including attribution analysis, choosing 401(k) plans, performance evaluations, and fee negotiations.
Clients rely on Equitas Capital in part because its staff encompasses dependable investment leaders. The firm employs trained professionals who’ve achieved such titles as Accredited Investment Fiduciary, bestowed by the Center for Fiduciary Studies, and Qualified Plan Financial Consultant, conferred by the American Society of Pension Professionals and Actuaries.