The broad investment mission of Equitable Trust is to preserve and enhance client wealth.
Since short-term swings in markets are unpredictable, we take, and we encourage clients to take, a long-term view toward investing.
For most portfolios we favor a weighting toward equities. Equities as a class have outperformed other classes of securities significantly over time. Although past performance may not be indicative of future results, it is our expectation that over extended periods equities as a class will continue to offer the best opportunities for capital appreciation.
High quality fixed income securities reduce portfolio volatility and provide an element of positive performance through regular cash flow. An allocation to fixed income securities consistent with investment objectives should be considered for most accounts.
We believe exposure to varied asset classes enhances return potential and reduces volatility.