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What Guides Us

Who We Are

Our Mission

Our mission is to inspire, educate, and support investors to achieve more.

Our Core Values

Our core values are our foundation and the guiding principles we embody to support our mission.

To better serve our clients in a universal way, we will…

BE BOLD & CREATIVE

Innovate and anticipate change with agility

BE CURIOUS

Inquire to know more and never stop learning

BE INVESTED

Provide value beyond the transaction and own the solution

BE COLLABORATIVE

Ignite opportunity through communication and maintain an open mind

BECOME THE EXPERT

Strive to be better tomorrow than we are today

BE BOLD & CREATIVE

Innovate and anticipate change with agility

BE CURIOUS

Inquire to know more and never stop learning

BE INVESTED

Provide value beyond the transaction and own the solution

BE COLLABORATIVE

Ignite opportunity through communication and maintain an open mind

BECOME THE EXPERT

Strive to be better tomorrow than we are today

Who We Are

Diversity & Inclusion Statement

Equity Trust Company and its affiliates understand the importance of embracing diversity and inclusion to enrich the culture of our workplace. We strive to leverage the benefits of a diverse work environment by understanding and respecting the differences among all associates; thus, optimizing creativity, and allowing our workforce to thrive from one another’s unique perspectives.

We recognize that diversity is not only a reality of our global economy, it is a distinct advantage that we value and welcome. Understanding and respecting the experiences and realities of all associates allows us to broaden our perspectives of our colleagues, our clients, and ourselves. It is our commitment to provide exceptional customer service to our diverse client base by nurturing and retaining a workforce that reflects the world in which we live.

Diversity, Equity, and Inclusion at Equity Trust

Let’s talk about your financial future.

Schedule a one-on-one session with an expert alternative investment counselor. We’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.

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