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Latest Media

John Bowens Discusses Self-Directed IRAs on ThriveLouD Podcast

John appeared on Lou Diamond’s podcast to discuss this powerful wealth-building tool.

Think Realty Podcast Talks Real Estate in an IRA

John Bowens joined the podcast to talk through the details of using an IRA to invest in real estate.

Equity Trust CEO George Sullivan Receives Northeast Ohio Smart 50 Award

Smart Business magazine recognized George Sullivan among the region’s top leadership for a second straight year.

Benzinga TV Welcomes John Bowens to Talk About Alternative Investments in an IRA

Our Director, Head of Education and Investor Success discusses the basics of self-directed IRAs.

John Bowens Discusses Pros and Cons of Real Estate Investing with an IRA on Passive Real Estate Investing Podcast 

John spoke with Marco Santarelli about how investors snowball their IRA balances with real estate and other investments.

Rich Dad Radio Show Hosts Equity Trust’s Jeff Desich, John Bowens to Discuss the Self-Directed IRA

Bowens and Desich talked about the pros and cons of this wealth-building strategy with Robert Kiyosaki, bestselling author of “Rich Dad Poor Dad,” as well as Kim Kiyosaki and Tom Wheelwright.

Equity Trust CEO George Sullivan Named a 2022 Notables in Finance Honoree

Crain’s Cleveland Business named George Sullivan to the list of notable Northeast Ohio professionals in finance.

Equity Trust Company Named Best Self-Directed IRA Company of 2022

From Investopedia: “In the competitive SDIRA arena, experience counts, and Equity Trust has a lot of it. It has put its hindsight to work in creating a well-rounded offering supported by superior customer service, making it our choice as the best overall SDIRA provider.”

Equity Trust Named to U.S. News & World Report’s List of 7 Best IRAs for 2021

“The best IRA companies make it easy to open an account and start saving for retirement,” the article says. Of the seven companies listed, Equity Trust is the lone self-directed IRA custodian.

Equity Trust CEO Among Top NEO Execs Leading American Heart Association’s Heart Challenge

George Sullivan is Chair of the 2021 Greater Cleveland and Lorain Heart Walks.

Equity Trust Co.’s George Sullivan On Finding Opportunity In Disruption

CEO George Sullivan joined the Smart Business Dealmakers Podcast to discuss the potential advantages to alternative assets – not just during turbulent times, but in any market.

Alternative Assets and Private Markets

Equity Trust Company CEO George Sullivan shares in Crain’s Cleveland Business why investors should consider adding private investing to their portfolios.

Cleveland is a House-Flipping Hot Spot, and Covid Adds Fuel

Investors are flocking to Cleveland because of its affordable investment properties. The Wall Street Journal shares that many investors are buying properties in their self-directed retirement accounts.

Equity Trust Named a 2020 NorthCoast 99 Award Winner

We’re proud to be recognized by ERC for the 7th time as one of 99 great Northeast Ohio workplaces for top talent.

Press Releases

2024

2023

2022

2021

2020

2019

Awards

2023

  • Best Overall Self-Directed IRA Company of 2023 – Equity Trust tops the financial publication’s list of best self-directed IRA custodians for a fourth straight year. Investopedia.com
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio Recognized by ERC for the 10th time as one of 99 great Northeast Ohio workplaces for top talent. northcoast99.org

2022

  • Cigna Well-Being Award for Honorable Culture of Well-Being
  • Northeast Ohio Smart 50 Award Smart Business magazine named Equity Trust CEO George Sullivan among the region’s top leadership for a second straight year.  sbnonline.com
  • Notables in Finance 2022 – Equity Trust CEO George Sullivan was named a Crain’s Cleveland Business 2022 Notables in Finance honoree. Crainscleveland.com
  • Best Overall Self-Directed IRA Company of 2022 – Investopedia
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio

2021

  • Northeast Ohio Smart 50 Award Presented to Equity Trust CEO George Sullivan.
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio
  • Best Overall Self-Directed IRA Company of 2021 – Investopedia
  • Healthy Workplace Practices Gold Award Winner 

2020

  • Best Overall Self-Directed IRA Company of 2020
  • Healthy Workplace Practices Platinum Award Winner
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio

2019

  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio
  • Cigna Well-Being Award for Honorable Culture of Well-Being
  • Healthy Business Council of Ohio Healthy Workplace Practices Gold Award 

2018

  • Smart Business Customer Service Excellence Award
  • Smart Business Family Business Achievement Awards
  • Healthy Business Council of Ohio Healthy Workplace Practices Gold Award 

2017

  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio
  • Healthy Business Council of Ohio Healthy Workplace Practices Silver Award

In the News

Latest Media

John Bowens Discusses Self-Directed IRAs on ThriveLouD Podcast

John appeared on Lou Diamond’s podcast to discuss this powerful wealth-building tool.

Think Realty Podcast Talks Real Estate in an IRA

John Bowens joined the podcast to talk through the details of using an IRA to invest in real estate.

Equity Trust CEO George Sullivan Receives Northeast Ohio Smart 50 Award

Smart Business magazine recognized George Sullivan among the region’s top leadership for a second straight year.

Benzinga TV Welcomes John Bowens to Talk About Alternative Investments in an IRA

Our Director, Head of Education and Investor Success discusses the basics of self-directed IRAs.

John Bowens Discusses Pros and Cons of Real Estate Investing with an IRA on Passive Real Estate Investing Podcast 

John spoke with Marco Santarelli about how investors snowball their IRA balances with real estate and other investments.

Rich Dad Radio Show Hosts Equity Trust’s Jeff Desich, John Bowens to Discuss the Self-Directed IRA

Bowens and Desich talked about the pros and cons of this wealth-building strategy with Robert Kiyosaki, bestselling author of “Rich Dad Poor Dad,” as well as Kim Kiyosaki and Tom Wheelwright.

Equity Trust CEO George Sullivan Named a 2022 Notables in Finance Honoree

Crain’s Cleveland Business named George Sullivan to the list of notable Northeast Ohio professionals in finance.

Equity Trust Company Named Best Self-Directed IRA Company of 2022

From Investopedia: “In the competitive SDIRA arena, experience counts, and Equity Trust has a lot of it. It has put its hindsight to work in creating a well-rounded offering supported by superior customer service, making it our choice as the best overall SDIRA provider.”

Equity Trust Named to U.S. News & World Report’s List of 7 Best IRAs for 2021

“The best IRA companies make it easy to open an account and start saving for retirement,” the article says. Of the seven companies listed, Equity Trust is the lone self-directed IRA custodian.

Equity Trust CEO Among Top NEO Execs Leading American Heart Association’s Heart Challenge

George Sullivan is Chair of the 2021 Greater Cleveland and Lorain Heart Walks.

Equity Trust Co.’s George Sullivan On Finding Opportunity In Disruption

CEO George Sullivan joined the Smart Business Dealmakers Podcast to discuss the potential advantages to alternative assets – not just during turbulent times, but in any market.

Alternative Assets and Private Markets

Equity Trust Company CEO George Sullivan shares in Crain’s Cleveland Business why investors should consider adding private investing to their portfolios.

Cleveland is a House-Flipping Hot Spot, and Covid Adds Fuel

Investors are flocking to Cleveland because of its affordable investment properties. The Wall Street Journal shares that many investors are buying properties in their self-directed retirement accounts.

Equity Trust Named a 2020 NorthCoast 99 Award Winner

We’re proud to be recognized by ERC for the 7th time as one of 99 great Northeast Ohio workplaces for top talent.

Press Releases

Press Releases

2024

2023

2022

2021

2020

2019

Awards

Awards

2023

  • Best Overall Self-Directed IRA Company of 2023 – Equity Trust tops the financial publication’s list of best self-directed IRA custodians for a fourth straight year. Investopedia.com
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio Recognized by ERC for the 10th time as one of 99 great Northeast Ohio workplaces for top talent. northcoast99.org

2022

  • Cigna Well-Being Award for Honorable Culture of Well-Being
  • Northeast Ohio Smart 50 Award Smart Business magazine named Equity Trust CEO George Sullivan among the region’s top leadership for a second straight year.  sbnonline.com
  • Notables in Finance 2022 – Equity Trust CEO George Sullivan was named a Crain’s Cleveland Business 2022 Notables in Finance honoree. Crainscleveland.com
  • Best Overall Self-Directed IRA Company of 2022 – Investopedia
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio

2021

  • Northeast Ohio Smart 50 Award Presented to Equity Trust CEO George Sullivan.
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio
  • Best Overall Self-Directed IRA Company of 2021 – Investopedia
  • Healthy Workplace Practices Gold Award Winner 

2020

  • Best Overall Self-Directed IRA Company of 2020
  • Healthy Workplace Practices Platinum Award Winner
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio

2019

  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio
  • Cigna Well-Being Award for Honorable Culture of Well-Being
  • Healthy Business Council of Ohio Healthy Workplace Practices Gold Award 

2018

  • Smart Business Customer Service Excellence Award
  • Smart Business Family Business Achievement Awards
  • Healthy Business Council of Ohio Healthy Workplace Practices Gold Award 

2017

  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio
  • Healthy Business Council of Ohio Healthy Workplace Practices Silver Award

Let’s talk about your financial future.

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