PHILOSOPHY AND CULTURE Equitable Trust is an independent, employee owned trust company. Families and institutions entrust to us more than $3 billion in assets for investment advisory and trust services. A client centric culture focuses on personalized service and collaboration through listening and problem solving. The trust and investment officers clients work with everyday are Equitable Trust’s owners and decision makers. SPECIALIZED SERVICES Our primary focus is investment management and trust administration. We understand that communication, investment performance and trust are fundamental to satisfactory and enduring relationships. Our goal is to be a trusted advisor, and we earn that relationship by paying attention to clients and meeting their needs by offering informed, dependable, independent advice. WHAT WE OFFER Investment Advisors Trustees Executors Financial Planners Estate Planning Consultants Family Office PRIVATE AND INDEPENDENT Equitable Trust is entirely owned by its employees. This independence supports a level of objectivity and continuity not typically found in large institutions. Because we are private we are able to attract talented professionals who share our values and take part in the direction of the firm by way of ownership. HOW WE ARE DIFFERENT Independent and employee owned No conflicts of interest Continuity of professionals Personal attention Dependable and objective advice DEPTH OF STAFF AND EXPERIENCE The trust and investment officers of Equitable Trust have devoted their careers to trust administration and investment management. Professional staff includes licensed attorneys, CFA® charterholders, Certified Financial Planners™, graduates of the National Trust School, and Certified Trust and Financial Advisors. PROFESSIONAL STAFF Licensed Attorneys (5) CFA Charterholders (5) Certified Financial Planners™ (4) Certified Trust and Financial Advisors (5) CLIENT RELATIONSHIP At Equitable Trust relationship means understanding and anticipating the needs of clients, taking the time to understand each client’s concerns and preferences and developing solutions to help clients protect, enhance and efficiently pass along their wealth. This view of relationship extends from present to future family generations. Clear understanding of objectives and goals is essential to achieving desired results. We encourage regular reviews with clients to make sure we are aware of changing circumstances that may call for change in course. This dynamic process never ends, because clients’ circumstances and needs change and evolve. We believe people want more than mass-produced products and services and investment decisions originated by people distant from the client. At Equitable Trust the senior people responsible for the relationship, investment management and trust administration work directly with clients. OUR FOCUS Client-centric Personal service and attention to detail Listening and problem solving Regular communication CONFIDENTIALITY AND DISCRETION All client and account information with Equitable Trust is personal, private and confidential with strict policies precluding the sharing of any information concerning clients or their accounts with any unauthorized person or entity. OUR HERITAGE The origin of Equitable Trust dates from the founding in 1930 of Equitable Securities Corporation in Nashville, Tennessee. Equitable Trust Company was founded in 1991 as a wholly owned subsidiary of the successor corporation to the earlier Equitable Securities Corporation. In 2001, the original management group of Equitable Trust purchased the company and established it as an independent trust company with principal offices in Nashville. Equitable Trust Company 4400 Harding Pike, Suite 310, Nashville, Tennessee 37205 615-460-9240 Disclosures and Conditions of Use