What Clients are Saying About Equity Trust Company


Equity Trust is a financial services company that enables individual investors to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Our tax-advantaged, self-directed investment accounts appeal to entrepreneurial investors who want to take control of their wealth. We offer clients a robust account management system, online investor community and wealth-building education, which enable them to grow their knowledge and complete transactions with ease. 

Everyday people, just like you, are realizing tremendous success with their Equity Trust self-directed IRA. Discover how others have succeeded when they combined their investment knowledge with Equity Trust's expertise in self-directed IRAs.

Equity Trust’s 2017 Self-Directed Investor of the Year Award Webinar

Case Studies from Equity Trust’s 2018 Wealth Building Summit

Testimonials From Satisfied Clients



   

Request our free SIDRA Investing Overview Guide: Your options, the benefits, how to start and more...
 

Investor of the Year Webinar: $130,000 Profit Between 5 Accounts on 2 Real Estate Investments

Hear how one real estate investor in Tennessee netted approximately $130,000 on two real estate investments in this webinar from Equity Trust. Brian explains the series of investments that earned him Equity Trust’s 2017 Self-Directed Investor of the Year Award.

This webinar will feature:
  • Case study review of an $8,000 raw land investment that later sold for $60,000
  • How Brian partnered 3 of his children’s Coverdell Education Savings Accounts to build tax-free savings for qualified education expenses
  • Review of the investment process for partnering accounts
  • How re-dividing a lot helped lead to an $80,000 profit between 5 self-directed accounts
  • An overview of 7 tax-advantaged accounts, featuring the CESA
Case studies provided are for illustrative purposes only. Past performance is not indicative of future results. Investing involves risk including possible loss of principal. Information included in the above case study was provided by the investor and included with permission. Equity Trust Company does not independently verify all information provided by third parties.

Equity Trust is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust 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.

 


Discover the Tax-Advantaged Wealth-Building Power of Self-Directed IRAs from Case Studies



Creating Tax-Advantaged Dollars: Equity Trust recently hosted our 2018 Wealth Building Summit featuring several active self-directed IRA investors detailing their current successes with a variety of asset types. Don’t worry, if you missed this event, you can hear the best of these stories on this webinar... Equity Trust’s John Bowens highlights Equity Trust clients revealing how they used tax-advantaged retirement accounts to build wealth. If you want to learn how current investors are utilizing their self-directed IRAs, take a few minutes to watch this webinar replay.

This webinar will feature:
  • The concept of creating tax-advantaged dollars
  • Review of tax-advantaged accounts such as Traditional IRA, Roth IRA, Health Savings Accounts, and educational savings accounts
  • Highlights of current Equity Trust clients’ recent successes with self-directed IRAs
Hear client stories from our 2018 Wealth Building Summit in this webinar and discover more about the wealth-building power of self-directed IRAs.

Top Case Studies of 2017

 



Testimonials From Satisfied Clients



They came highly recommended to us…

“Our family made two substantial purchases with a self-directed IRA (through Equity Trust). The entire process was new to us. Equity trust made this process a smooth and easy process for us. They came highly recommended to us… and we highly recommend them to anyone looking for smart people and smart thinking to help them build a solid financial foundation and a secure future.”
Adam & Deanna H., North Carolina
 

Always received fast, friendly service…

“I have had an account with Equity Trust Company for over 8 years.  I have made many real estate investments through my Roth IRA account and have always received fast, friendly service from ETC staff.  I plan to keep investing via my IRA and preparing for a “rainy day.”  The staff is very professional and a pleasure to deal with.”
Willie H., Texas
 

Had someone easily available to guide me…

“I’ve been pleased with my experiences with Equity Trust.  It has naturally taken a bit of time and effort to get a good grasp of investing using a self-directed IRA; through it all Equity Trust has had someone easily available to guide me.  My most recent experience was the sale of a house, and the closing liaison assigned by Equity Trust communicated with all parties and helped smooth the process.”
David H., North Carolina
 

Highly recommend them…

“The ease and service I find to have been excellent. On the few occasions I’ve had difficulties, these were quickly resolved and usually my own. I find Equity Trust to be professional, reliable and moreover accurate in all dealings and highly recommend them to friends and family.”
Debra T., Texas
 

I trust them…

“Have never been disappointed.  Always did what they said.  I trust them with my retirement.”
B.D. A., Texas
 

They have the lowest fees…

“I have been with Equity Trust for over five years now and I am very happy with the service.  I chose Equity Trust as my self-directed IRA custodian because they had the lowest fees at that time.  The reason I stayed with them is because they are very prompt in their responses in will work closely with you to make sure that all your documentation is correct.  They are also quick to process direction of investments.  In addition, they have plenty of resources on how to properly invest using your self-directed IRA as well as a whole slew of forms that are easily accessible on the website.”
Emily C., California

Payments are handled both quickly and accurately…

“I enjoy doing business with Equity Trust clients. My HVAC company provides services for a number of Equity Trust account holders. We have found that as a service provider, payments from our mutual clients are handled both quickly and accurately. These prompt payments afford my company the ability to better manage cash flow and ultimately work more efficiently.  ”
Connie C., Ohio

Willing to take the extra steps…

“I started working with Equity Trust over a year ago after attending a local self-directed IRA seminar. The instructor, as well as several other Equity representatives in attendance, were extremely knowledgeable in the laws and rules regarding self-Directed IRAs and the types of investments available. Their customer service staff is always friendly and helpful; willing to take the extra steps to email me the proper forms and walk me through their completion. Everyone that I have encountered is confident and accurate in their reponses so it's clear to me that they have been well-trained.”
James M., Missouri