REAL ESTATE MANAGEMENT Equitable Trust holds as custodian, agent or trustee parcels of real estate that include dwellings, farm lands, parking facilities, commercial buildings and retail shopping centers. An arrangement with Equitable Trust to manage real estate can relieve owners of the burdens of ownership while enhancing ownership benefits. Our services are adaptive to client needs, from minimal responsibility of custodian to arranging for full service property management: leasing, upkeep and maintenance, insurance, taxes, utilities, service providers, tenant service, and third party inquiries. FAMILY OFFICE SERVICES Learn more about family office services Equitable Trust Company 4400 Harding Pike, Suite 310, Nashville, Tennessee 37205 615-460-9240 Disclosures and Conditions of Use

401(K) PLANS Equitable Trust has provided objective institutional investment consulting services for over 20 years. We partner with plan sponsors to manage 401(k) plans in an efficient manner, with emphasis on personalized service and fiduciary responsibility. Our knowledge and experience help clients balance the fiduciary, financial and administrative responsibilities of 401(k) plan sponsorship. INSTITUTIONAL FIDUCIARY SERVICES Fiduciary responsibility Employee education No proprietary investment products Low-cost indexing, target date funds, and active strategies Custom asset allocation models Periodic benchmarking to ensure low costs Full fee disclosure In-depth investment due diligence HOW WE INVEST Preserving and enhancing our client's wealth Equitable Trust Company 4400 Harding Pike, Suite 310, Nashville, Tennessee 37205 615-460-9240 Disclosures and Conditions of Use

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 401(K) PLANS Learn more about 401(k) plan management Equitable Trust Company 4400 Harding Pike, Suite 310, Nashville, Tennessee 37205 615-460-9240 Disclosures and Conditions of Use