Equitable Trust stands as a recognized leader in trust and investment services. Families and institutions entrust more than $3.0 billion in assets to its professionals for investment management, estate planning, and trust administration. 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
Equitable Trust Address
4400 Harding Pike, Suite 310 Nashville, TN United States