Our offices will be closed Thursday, November 26th for the Thanksgiving Day holiday. Our offices will reopen Friday, November 27th at 9:00 am EST.
Please note: Call center hours expanded to open at 8:00 am EDT to better serve our clients.

Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages
Filter by Categories
Cryptocurrency Investing
ETC News
Investor Insights Blog
Managing Your Account
Promissory Note Investing
Real Estate
Real Life Examples
Roth IRA
SDIRA Concepts
Small Business Plans
Tax Advantaged Accounts
Tax Insights
Uncategorized

In The News

Latest Articles

Equity Trust Company donates thousands to Meals on Wheels

Equity Trust Company was able to raise $4,270 to help with the cost of providing food to these 80 people two meals per day.

Equity Trust Company is a 2019 NorthCoast 99 Award Winner

ERC announced Equity Trust Company as one of 99 great Northeast Ohio workplaces for top talent. This is the sixth time Equity Trust has received the NorthCoast 99 Award.

Equity Trust Company Launches myEQUITY Account Management System to Simplify Alternative Investing with IRAs

Equity Trust Company, a leading financial services company offering retirement accounts and alternative asset custody for individuals and financial professionals, today announced the launch of myEQUITY – a dynamic online account management system designed to streamline the alternative investing process for IRAs.

Under new CEO, Equity Trust Co. sets its sights on growth

So continuing to focus on customer service and a user-friendly platform is at the heart of Sullivan’s growth strategy for the company. Equity Trust certainly isn’t the only player in the self-directed IRA space, but it will argue its platforms have the most functionality, including several automated options.

Westlake to gain new office building

Construction of Convergent, a two-building office complex at the I-90/Crocker Road interchange in Westlake, is underway… The buildings will rise on the north side of I-90 on sites on the east and west sides of the Equity Trust Co. headquarters building, 1 Equity Way. The Desich family, which owns Equity Trust, is developing the multitenant building, which will have a street address of 3005 Clemens Road.

Equity Trust holiday party brings on the smiles

Spreading holiday cheer to kids in its neighboring county, employees at Westlake’s Equity Trust collected toys for more than 150 members of the Boys and Girls Clubs of Lorain County’s Desich Family Campus.

Equity Trust Builds New Frontier of Crypto-Based Retirement Accounts

Equity Trust Company recently launched a digital asset platform which allows the firm’s retail and institutional clients to invest in cryptocurrencies.

2018 W3 Award Silver Winner – Branded Entertainment-Commercials

The W3 Awards celebrates digital excellence by honoring outstanding Websites, Web Marketing, Video, Mobile Sites/Apps & Social content by some of the best interactive agencies, designers, and creators worldwide. Simply put, the W3 is the first major web competition to be accessible to the biggest agencies, the smallest firms, and everyone in between.

NSX Helps Equity Trust Transform Networking and Security to Inspire Customer Confidence 

Equity Trust Company has implemented a Virtual Cloud Network architecture with NSX Data Center and VMware NSX SD-WAN by VeloCloud. With NSX Data Center, Equity Trust implemented micro-segmentation to improve the security of applications and data with security policies that could follow the application wherever it was running. NSX SD-WAN provides cost-effective, consistent connectivity across data centers in Ohio, Colorado, and South Dakota. With NSX SD-WAN in place, Equity Trust is eliminating the high-cost MPLS lines across all its locations, while helping ensure more secure, reliable access to SaaS-based applications such as Salesforce and Microsoft Office 365.

New York Times – Should You Invest Your I.R.A. in Friends, Family or Charitable Work?

William C. Brown used money from his self-directed I.R.A. to buy a child-care
center and rent the property to the owner — the wife of a friend — on a long-
term lease, with an option for them to buy it back.

Central Indiana man using retirement investments to house homeless veterans

A local man is using his retirement fund in a unique way. He’s taking the investment and buying properties to house homeless veterans. The move has allowed Gremling to grow his retirement fund while also giving back to those in need. Now, 23 veterans have a stable place to live. “We use a self-directed IRA as an entity to own the properties so it’s not only an investment for me but it’s also an investment in the people that we house,” Gremling said.

Lorain businessman offers to pay for Boys and Girls Clubs members education

Lorain businessman Dick Desich told an assembly of Lorain County leaders as well as members of the Boys and Girls Clubs of Lorain County that he would pay the tuition for 10 of the club’s members to attend Lorain County Community College upon completion of high school July 12.

Awards

 

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

2016

  • ERC’s NorthCoast 99 – Top 99 workplaces in Northeast Ohio
View All Awards

In the News

Latest Articles

Equity Trust Company donates thousands to Meals on Wheels

Equity Trust Company was able to raise $4,270 to help with the cost of providing food to these 80 people two meals per day.

Equity Trust Company is a 2019 NorthCoast 99 Award Winner

ERC announced Equity Trust Company as one of 99 great Northeast Ohio workplaces for top talent. This is the sixth time Equity Trust has received the NorthCoast 99 Award.

Equity Trust Company Launches myEQUITY Account Management System to Simplify Alternative Investing with IRAs

Equity Trust Company, a leading financial services company offering retirement accounts and alternative asset custody for individuals and financial professionals, today announced the launch of myEQUITY – a dynamic online account management system designed to streamline the alternative investing process for IRAs.

Under new CEO, Equity Trust Co. sets its sights on growth

So continuing to focus on customer service and a user-friendly platform is at the heart of Sullivan’s growth strategy for the company. Equity Trust certainly isn’t the only player in the self-directed IRA space, but it will argue its platforms have the most functionality, including several automated options.

Westlake to gain new office building

Construction of Convergent, a two-building office complex at the I-90/Crocker Road interchange in Westlake, is underway… The buildings will rise on the north side of I-90 on sites on the east and west sides of the Equity Trust Co. headquarters building, 1 Equity Way. The Desich family, which owns Equity Trust, is developing the multitenant building, which will have a street address of 3005 Clemens Road.

Equity Trust holiday party brings on the smiles

Spreading holiday cheer to kids in its neighboring county, employees at Westlake’s Equity Trust collected toys for more than 150 members of the Boys and Girls Clubs of Lorain County’s Desich Family Campus.

Equity Trust Builds New Frontier of Crypto-Based Retirement Accounts

Equity Trust Company recently launched a digital asset platform which allows the firm’s retail and institutional clients to invest in cryptocurrencies.

2018 W3 Award Silver Winner – Branded Entertainment-Commercials

The W3 Awards celebrates digital excellence by honoring outstanding Websites, Web Marketing, Video, Mobile Sites/Apps & Social content by some of the best interactive agencies, designers, and creators worldwide. Simply put, the W3 is the first major web competition to be accessible to the biggest agencies, the smallest firms, and everyone in between.

NSX Helps Equity Trust Transform Networking and Security to Inspire Customer Confidence 

Equity Trust Company has implemented a Virtual Cloud Network architecture with NSX Data Center and VMware NSX SD-WAN by VeloCloud. With NSX Data Center, Equity Trust implemented micro-segmentation to improve the security of applications and data with security policies that could follow the application wherever it was running. NSX SD-WAN provides cost-effective, consistent connectivity across data centers in Ohio, Colorado, and South Dakota. With NSX SD-WAN in place, Equity Trust is eliminating the high-cost MPLS lines across all its locations, while helping ensure more secure, reliable access to SaaS-based applications such as Salesforce and Microsoft Office 365.

New York Times – Should You Invest Your I.R.A. in Friends, Family or Charitable Work?

William C. Brown used money from his self-directed I.R.A. to buy a child-care
center and rent the property to the owner — the wife of a friend — on a long-
term lease, with an option for them to buy it back.

Central Indiana man using retirement investments to house homeless veterans

A local man is using his retirement fund in a unique way. He’s taking the investment and buying properties to house homeless veterans. The move has allowed Gremling to grow his retirement fund while also giving back to those in need. Now, 23 veterans have a stable place to live. “We use a self-directed IRA as an entity to own the properties so it’s not only an investment for me but it’s also an investment in the people that we house,” Gremling said.

Lorain businessman offers to pay for Boys and Girls Clubs members education

Lorain businessman Dick Desich told an assembly of Lorain County leaders as well as members of the Boys and Girls Clubs of Lorain County that he would pay the tuition for 10 of the club’s members to attend Lorain County Community College upon completion of high school July 12.

Awards

Awards

 

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

2016

  • ERC’s NorthCoast 99 – Top 99 workplaces in Northeast Ohio
View All Awards