Aequitas is an alternative investment management firm that creates unique and innovative opportunities. We leverage technology, a lending subsidiary, and an elite partner network with a focus on undervalued niche strategies matched with capital protection. We believe that our competitive advantage is our employees, a dedicated group of professionals committed to teamwork and achieving superior results. They are more than coworkers. They are a family that works together to fuel the engine of inspiration and innovation.
We provide accounting, auditing, tax compliance, business valuation, practice consulting services, corporate retirement plans and wealth management to healthcare entities and professionals throughout the Western US.
Our firm was established in 1973 and now maintains six locations across California, Oregon and Alaska. The professionals at AKT work as trusted advisors, helping our clients solve problems, recognize opportunities, streamline processes and better utilize their resources so that they can best manage their future growth.
Improving your financial security through innovative consulting, planning and better communication of financial information is our commitment to our clients.
You need innovative solutions to your complex financial planning, tax and business planning problems.
Our professional analysis of your financial needs will help you make the critical decisions needed to reach your financial goals and improve your bottom line.
We realize our success is based on the success of our clients.