Aequitas Investment Advisors, LLC

Overview

Provides consulting services to nonprofit organizations and foundations regarding portfolio management. Assists fiduciaries in establishing investment policy statements, asset allocation guidelines, and spending policies. Provides performance analyse

Contact Information

175 Derby St. Ste. 24 Hingham, Massachusetts, 02043-4060

phone: view phone(781)740-1199

fax: view fax(781)740-1822

website: http://www.aequitas-inv.com

Photos

Description

Provides consulting services to nonprofit organizations and foundations regarding portfolio management. Assists fiduciaries in establishing investment policy statements, asset allocation guidelines, and spending policies. Provides performance analyses of existing portfolio managers and/or helps to determine the proper balance among active and passive management options.

Extra fields

1% for Community: No

Account Minimums: $1 million

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