ALERT: USPS is experiencing unprecedented volume increases and limited employee availability due to the impact of COVID-19.  This is impacting the delivery of client statements and payments, Equity Trust is encouraging clients to use electronic methods for depositing and delivery of payments: Rental and Note Payments can be submitted using our Online Payment Center | Request purchase funds, bill payments, and distributions using Wire or ACH payment methods through myEQUITY Wizards | Review USPS.com for updates.

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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.

 

 

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855.233.4382

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© 2021 Equity Trust. All Rights Reserved.

Equity Trust Company
1 Equity Way
Westlake, OH 44145

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody as of 3/1/2020.

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