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.
Assist in developing an investment policy statement
Asset allocation
Manager due diligence
Performance reporting
Spending policies
Administrative functions
Board education
© 2022 All rights Reserved. Equitable Trust.
