ENDOWMENTS AND FOUNDATIONS

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