The Client Relationship
At Equitable Trust, relationship means understanding and anticipating the needs of clients, taking the time to understand each client’s concerns and preferences and developing solutions to help clients protect and enhance their wealth. This view of relationship extends from present to future family generations.
An Individual And Family Focus
Our primary focus is investment management and trust administration for individuals and families, and we understand that communication, investment performance and trust are fundamental to satisfactory and enduring relationships. Our goal is to be a trusted advisor, and we earn that position by paying attention to clients and meeting their needs by offering informed, dependable, independent advice.
Understanding The Client
Clear understanding of objectives and goals is essential to achieving desired results. We encourage regular reviews with clients to make sure we are aware of changing circumstances that call for change in course. This dynamic process never ends, because clients’ circumstances and needs change and evolve.
Confidentiality And Discretion
All client and account information with Equitable Trust is personal, private and confidential. Investment activity and account administration for Equitable Trust accounts are conducted within Equitable Trust by Equitable Trust people, and strict policies preclude the sharing of any information concerning clients or their accounts with any unauthorized person or entity.