A complete list of active advisors currently associated with EquityTrust

Warmer can help you find a great advisor at EquityTrust or one who fits your needs even better.

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 The brochure also discloses custody of client assets at Charles Schwab and a 2012 regulatory matter involving a withdrawn Nevada registration that resulted in a fine.

To learn more about the advisors currently working at EquityTrust, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.