Equitable Trust Co.
Equitable Trust Company is an independent, employee-owned trust company headquartered in Nashville, Tennessee. Founded in 1991, it specializes in investment management, trust administration, estate planning consulting, and family office services for high-net-worth families and institutions. The firm employs licensed attorneys, CFA charterholders, Certified Financial Planners™, and Certified Trust and Financial Advisors. It is recognized for its client-centric approach, personalized solutions, and independent advice, serving clients with a team of professionals dedicated to wealth preservation and enhancement.
Investment Strategy
Equitable Trust employs a long-term, client-focused investment approach prioritizing preservation and growth of wealth. The firm designs custom solutions that involve no proprietary products, diversification across equities, fixed income, and alternatives, and individual security selection. Their strategies emphasize thoughtful asset allocation to mitigate volatility, the use of third-party managers after thorough due diligence, and a special expertise in tax-efficient municipal bonds, particularly in Tennessee. Portfolios typically comprise large, high-quality, profitable companies with low turnover, managed for superior risk-adjusted returns. Continuous communication and close engagement with clients are core to their philosophy.
Top Holdings
Equity Positions (430)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | Vanguard S&P 500 ETF | 8.98% | $180.2M | 317,157 | $545.07 | $568.03 | +$53.8M |
I IAU | iShares Gold Trust ETF | 5.85% | $117.5M | 1,883,544 | $35.24 | $62.36 | -$17.7M |
M MSFT | Microsoft Corp | 3.27% | $65.7M | 132,078 | $185.29 | $497.41 | +$17.1M |
H HCA | HCA Healthcare Inc | 3.23% | $64.8M | 169,038 | $209.08 | $383.10 | +$3.6M |
V VTV | Vanguard Value ETF | 2.94% | $59.0M | 333,977 | $169.30 | $176.74 | -$7.2M |