TAKE A DEEPER DIVE INTO DIVERSIFYING WITH PRIVATE MARKET INVESTMENTS
Webinar with Yieldstreet founder Michael Weisz and Equity Trust’s Director of Education John Bowens shows how easy the process can be.
WATCH WEBINAR NOWResearch suggests private market investments could help investors grow their retirement savings faster while helping them avoid or reduce the impact of market downturns.
“A recent Georgetown study estimated that 401(k) plans diversified with a modest allocation to alternative asset classes — private equity, hedge funds, and real estate — would increase American workers’ retirement savings by 17% per year and reduce losses in a downturn.”
TOOMEY, SCOTT, MEIJER INTRODUCE LEGISLATION TO BOLSTER AMERICANS’ RETIREMENT SAVINGS
For years, private asset investing was only available to a few select groups, such as the ultra-wealthy, family offices, pension funds, and endowments.
Not anymore.
Now investors of all experience and net-worth levels can gain access to these private market investments. And it’s never been easier.
WealthBridge is an online portal within Equity Trust’s online account management system, myEQUITY, that connects client accounts to third-party private-investment platforms. With a few clicks, investors’ accounts are securely connected to these platforms, where they can quickly invest in alternative investment offerings across a broad range of asset categories.
LEARN MORE: SCHEDULE A CALL WITH AN IRA COUNSELOROpen and fund an Equity Trust account
Access the WealthBridge portal in the myEQUITY online account management system
Identify an opportunity and seamlessly invest — all online
YIELDSTREET
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With just a click, Equity Trust securely connects your account to Yieldstreet so you can easily invest in a wide range of offerings. Yieldstreet offers everything from real estate and private credit to structured notes and more across term and return profiles. Funding is automatically transferred from your Equity Trust account — no forms or manual transfers required.
Webinar with Yieldstreet founder Michael Weisz and Equity Trust’s Director of Education John Bowens shows how easy the process can be.
WATCH WEBINAR NOWEquity Trust receives compensation for investments made by their clients in Yieldstreet products, creating a conflict of interest. Equity Trust is not a client or investor in any Yieldstreet products. Read more.
Yieldstreet is not an affiliate of Equity Trust Company (“Equity Trust”). As Equity Trust is a directed custodian, like any investment, it is your responsibility to conduct your own due diligence before investing and before choosing a provider that is right for you. Investing involves risk, including possible loss of principal.
Equity Trust makes no recommendation or representations as to any provider or the needs generally of any IRA owner or any IRA. Any information communicated by Equity Trust is for informational purposes only and should not be construed as tax, legal, or investment advice. Clients are in no way obligated to invest with Yieldstreet and are free to select any provider or investment as they deem appropriate. No customer may rely on any statement made by Equity Trust or any of its officers, directors, employees, or agents for any decisions regarding Yieldstreet. Whenever making a decision related to your account, please consult with your tax, financial, or legal professional.
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