Take another look at the case studies featuring client investments that inspired us during 2017.
Providing Affordable Housing for Homeless Vets Builds Retirement Wealth
Indianapolis resident John used his self-directed IRA to invest in affordable housing for American veterans.
Investing in His Neighborhood Earns Ohio Man the 2016 Self-Directed Investor of the Year Award
Equity Trust client David saved a property from becoming blighted and gave a veteran a place to live, all while growing his retirement savings.
IRA Helps Fuel Neighborhood Revitalization
A Georgia investor left his successful career to make a difference in a community through real estate investing.
Funding a Treatment Center for Addiction and Substance Abuse “That Feels Like Home”
A Tennessee investor translated his business savvy into a successful retirement investment with community impact.