The Equitable Trust Advantage
Depth Of Staff And Experience
The trust and investment officers of Equitable Trust have devoted their business lives to trust administration and investment management. Formal academic training, continuous qualification and years of experience with Equitable Trust and its predecessor organizations and tenures with other national trust and investment organizations foster a high level of professional ability and service. Professional staff includes licensed attorneys, Chartered Financial Analysts, graduates of the National Trust School, Certified Trust and Financial Advisors, Certified Financial Planners and Certified Public Accountants.
Privately Owned
Equitable Trust is owned by its management. This independence supports a level of objectivity and continuity not typically found in large institutions. By being private we are able to attract talented professionals who share our values and take part in the direction of the firm by way of ownership. Our intention is to remain private, preserve continuity and avoid the disruption mergers and consolidations can bring to professional organizations and client relationships.
Investment Management Capability
Equitable Trust is investment oriented, and we believe when account size permits separately managed portfolios of selected securities are more likely to achieve optimal investment results than commingled funds. With separately managed portfolios of selected securities, security selection, timing of purchases and sales, and tax consequences can be managed exclusively and most effectively for each client.
Custom Plans And Portfolios
We believe people want more than mass-produced products and services delivered by people distant from the decision-making and investment processes. How we work with clients is in large measure a matter of who works with clients. At Equitable Trust the senior people responsible for the relationship, investment management and trust administration work directly with clients.