Milford, OH Office
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Equitta Advisors LLC
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About
Equitta Advisors provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, physicians and small businesses. The firm offers model portfolio management, ongoing portfolio supervision, and financial planning or consulting engagements that may include referrals to specialists.
Equitta designs portfolios using Modern Portfolio Theory and implements model portfolios primarily with low‑cost mutual funds and ETFs, with customization for tax or other non‑investment considerations. The adviser may also employ options and capital‑efficient ETFs that use futures or other derivatives, and may execute shorter‑term trades when driven by client objectives or market conditions.
The firm discloses that its principal is a licensed insurance professional and that insurance implementations are separate from advisory services and may generate customary commissions, a potential conflict of interest for prospective clients. Equitta also operates an annual membership fee program with distinct client tiers (including a specific tier for physicians in training) and discloses minority ownership interests in unrelated businesses, items that set it apart from many peers.
Based on Equitta Advisors LLC
Expertise
Based on Equitta Advisors LLC
Location
220 Mill Street, Ste #23
Milford OH 45150
Advisors at this office
1
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