CASE STUDIES

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  CarePayment Learn More
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  Capio Learn More
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  Ivey Learn More

Opportunities

• For Investment Advisors
• For Single Family Offices
• For Individuals
• For Fund Managers or Business Owners

For Individuals

As an individual investor, you need to find the ideal balance between increasing wealth and protecting it. That is why we focus on alternative high-value investments. We have created a number of new and innovative investment opportunities that can add real value to your portfolio. The case studies on the right offer insight into the backbone our approach to investing is built on, and the solid foundation that supports it.

Services

Asset Management

Aequitas helps high-net-worth individuals, their families and their foundations build and preserve their financial wealth through our unique and proprietary investment opportunities. Additionally, we identify best-of-breed alternative funds through our partners.