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These plans are designed for you if you are:
A self-directed small business account at Equity Trust offers you the control and flexibility to choose both traditional and alternative investments.
As your directed custodian, Equity Trust enables you to use IRAs and other tax-advantaged accounts to invest in a wide range of assets. With an Equity Trust account you have the opportunity to invest in difficult-to-value alternative assets such as real estate, precious metals, private equity, and more. Additionally, you can invest in traditional assets such as stocks and mutual funds – all through a single custodian.
A Look at Retirement Accounts Designed to Help Small Business Owners Achieve Their Wealth Building Goals.
Empowering clients with investment freedom and innovative technology, we deliver a simplified investment experience backed by 45 years* as an industry-leading custodian of tax-advantaged accounts. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account you hold.
INVESTMENT FREEDOM
INNOVATIVE TECHNOLOGY
RECOGNIZED LEADER
SERVICE EXCELLENCE
Schedule a one-on-one session with an expert alternative investment counselor. We’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.
We respect your privacy and will not use the information you provide for any other purpose.