EquityTrust
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About
EquityTrust provides discretionary investment management to individuals and to a range of private and institutional clients, including partnerships, corporations, pension and profit‑sharing plans, and charitable organizations. The firm assesses each client's financial situation, risk tolerance, and objectives to determine an appropriate asset allocation and investment strategy.
The firm's primary investment approach centers on selling equity and index options to collect premium on indices, ETFs, and individual equities, and the strategy may require frequent trading to optimize results. Collateral posted for option sales is invested in interest‑bearing instruments, mutual funds, ETFs, stocks and fixed income, and the brochure notes back‑testing that shows this premium‑collection approach has, historically, appeared less risky than the S&P 500 while commissions and taxes can reduce net returns.
Distinctive aspects include a long operating history (founded in 1992) and a clear specialization in option strategies as the core offering; the firm discloses it does not charge performance‑based fees, uses only no‑load mutual funds when employed, and does not receive commissions on product sales. The brochure also discloses custody of client assets at Charles Schwab and a 2012 regulatory matter involving a withdrawn Nevada registration that resulted in a fine.
Client services
Expertise
Fee options
$0 - $500,000: 2.00% per annum $500,000+: 1.50% per annum
Main office
Raynham MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Equity Trust · Equitytrust · Mcauley, Thomas Edward
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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