Private credit is helping to fuel the nation’s economic recovery. We’ve investigated the current state of the private credit marketplace as well as opportunities within private credit specifically advantageous to RIAs.More »
Private equity investments are in many ways an unseen engine driving the economy. Institutional investors and family offices have long known about the benefits of long-term direct private investments.More »
Through our strategic partnership with Circle Squared Alternative Investments, our Alts Academy is challenging traditional thought on portfolio allocation by advocating for the inclusion of Alternative Investments.More »
Recommending our Alternative Investments to clients gives you direct access to Aequitas' investment team. The flexibility to structure separately managed accounts (SMAs) using Aequitas and third-party assets can be especially attractive.
With unique combinations of investments in health, education, and financial services, we work with institutions to customize portfolios to suit their specific risk and return requirements.
Private equity and other Alternative Investments have become the domain of family offices looking to achieve significant returns by diversifying risk away from the public markets. We work with single and multi-family offices to identify favorable investment opportunities.
High-net-worth individuals benefit from the opportunity to participate in the Alternative Investments and company transformations we help make possible. In fact, because of the close relationships we maintain with our investors, they are among our most productive sources for new ideas.