Equitable Trust

Equitable Trust is an independent, employee owned trust company. Families and institutions entrust us with more than $3.5 billion in assets for investment advisory, family office, and trust & estate services. Our client centric culture focused on listening and problem solving enables the highest level of personalized service.

Specifically, we focus on three main areas of financial and fiduciary services:

Asset Management

- Asset Allocation

- Portfolio Management

- Third Party Manager Evaluation and Selection

- Individual Stock Selection

- Institutional Consulting: 401(k), Endowment, Foundation

Trust Services

- Trust Administration

- Directed Trusts

- Estate Settlement

- Real Estate Administration

Planning

- Estate

- Retirement

- Education Funding

- Charitable Giving

- Family Office Services