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