Equitable Trust has years of institutional investment consulting experience working with not-for-profit organizations. 

Equitable Trust partners with not-for-profit organizations to achieve their investment goals and compliance requirements. As a fiduciary offering no proprietary products, we provide conflict free advice tailored to the institution.

We also offer endowments and foundations a full service solution that includes administrative functions.

what we offer
  • Assist in developing an investment policy statement
  • Asset allocation
  • Manager due diligence
  • Performance reporting
  • Spending policies
  • Administrative functions
  • Board education