Equitable Trust
Homepage http://equitableco.com
LinkedIn Profile https://linkedin.com/company/equi***dvisors***
HQ Location
United States , Tennessee, Nashville4400 Harding Pike, Suite 310 Nashville, TN 37205 United States
Equitable Trust stands as a recognized leader in trust and investment services. Families and institutions entrust more than $2.0 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
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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6 Finance at Equitable Trust
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