We partner with our clients to create personal investment plans designed to achieve their unique goals and objectives. As an independent advisory firm, we are dedicated to serving our clients' best interests through all phases of their investing lifetimes.
Aequitas Investment Advisors is an independent investment advisory and financial planning firm dedicated to providing individual clients, trustees, charitable foundations and non-profit organizations with highly personalized service in the management of their financial assets.Aequitas offers a unique combination of personal service, substantial experience and independent advice.
Aequitas Investment Advisors is an independent investment advisory and financial planning firm dedicated to providing individual clients, trustees, charitable foundations and non-profit organizations with highly personalized service in the management of their financial assets.Aequitas offers a unique combination of personal service, substantial experience and independent advice.
Services
Our Team
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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.
Services for Individuals and Families
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Comprehensive Investment Planning is the "core" service offered by Aequitas Investment Advisors. Only by analyzing the client's entire financial picture can an appropriate investment plan be designed. Developing a comprehensive investment plan - How should I invest and diversify to meet my goals within a risk level I can tolerate?.
Sustainable Investing ESG
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Given the growing concern about climate change and its impact on the environment and the well-being of future generations, many of our clients have expressed interest in further aligning their personal environmental values with their portfolio structures, as long as the integrity of the investment process can be preserved without sacrificing the potential for desirable long-term performance.
Charitable Planning
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Charitable Planning involves the integration of the client's personal charitable concerns with his or her overall investment portfolio and estate planning. Maximizing the assets which pass to one's family and charities while minimizing (or eliminating) the amount which goes to estate and income tax erosion.
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