Equity Trust – A Leading Self-Directed IRA Custodian
Equity Trust has more than 40 years of experience providing administrative and custody services for retirement accounts to help our clients grow tax-free wealth. We are a successful and leading self-directed IRA custodian because of our commitment to providing true investment diversity, dependable account custody, easy-to-use services and valuable investing education.
Investment Diversity and Freedom:
An account at Equity Trust gives you the ultimate in portfolio diversification. In addition to holding traditional investments such as stocks, bonds, and mutual funds, you can use your IRA, 401(k), or other retirement plan to invest in:
Dependable Custodial Services:
And countless other alternative investments
We proudly custody accounts from all 50 states and our clients trust us to be the administrator of over $25 billion in retirement assets (as of 12/31/17). We are a regulated entity
, complying with the high standards for IRA custodians, have a specially trained staff and are focused on the safety and security of our clients through fraud prevention
We Make it Easy:
As an industry pioneer, we are the first custodian with an online resource for our clients to manage their investments (myEQUITY). In addition to having a fast and accurate online management tool, our first class service team members are available to assist you. In fact, whenever an error or roadblock occurs during the investment process we will assign an Investor Liaison to the transaction. An Investor Liaison will walk you through that specific transaction, efficiently and effectively aiding you through the process.
Educating investors is a cornerstone of Equity Trust’s mission. With more than 30 years of alternative investing experience, we have compelling education offerings that reveal proven strategies for every level of investor.