A complete list of active advisors currently associated with Aequitas Investment Advisors, LLC

Warmer can help you find a great advisor at Aequitas Investment Advisors, LLC or one who fits your needs even better.

The firm provides financial planning, portfolio management, consulting and annual portfolio review services to individuals — including high-net-worth clients — as well as charitable foundations and non-profit organizations. It manages roughly $826 million for about 180 clients through a small multi-advisor team and offers both comprehensive financial plans and more focused consulting engagements. Aequitas’ investment process emphasizes establishing a target asset allocation between fixed assets (cash and bonds) and equities, with recommendations across mutual funds, ETFs and selected individual securities, a long-term buy-and-hold orientation, and periodic rebalancing. Accounts are managed on a non-discretionary, consultative basis—clients are asked to approve trades (verbally, written or by email) and receive regular quarterly reporting and semi-annual reviews. Noteworthy for a firm of its size, the majority of assets are managed non-discretionarily, a practice that is statistically uncommon among team advisory firms and reflects a client-driven trading model. The firm combines this consultative approach with a long track record (since 1991), an in-house research function and a team holding multiple industry credentials, and it occasionally serves in trustee roles that subject certain client relationships to custody oversight and surprise examinations.

To learn more about the advisors currently working at Aequitas Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michelle Fallon	Hingham, MA	11
Spencer Henderson	Hingham, MA	4
Warner Henderson	Hingham, MA	31
Timothy Nash	Hingham, MA	25
Noreen Walsh	Hingham, MA	20

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