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, 02043-4060phone: 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
