Investment District | Equity Trust Company

Locate resources and providers available to support your investment journey in one or more asset classes.

Select a provider that interests you. Learn about their services and offerings. Establish an account or begin investing on the provider’s site.

TurnKey Real Estate

Norada Real Estate Investments

Nationwide Turnkey Cashflow Investment Property

Norada Real Estate Investments, a two-time Inc. 5000 Company, is a nationwide provider of turnkey cash-flow investment properties across 25 U.S. markets. They also produce the top-rated Passive Real Estate Investing podcast. Their mission is to help 1 million people create wealth and passive income and put them on the path to financial freedom with real estate.

You are leaving trustetc.com to enter the Norada Real Estate Investments website (www.noradarealestate.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Digital Currency

Tax Free Crypto

Invest in Crypto Tax-Free

TaxFreeCrypto.com has everything you need to get started earning tax-advantaged gains in your Traditional IRA or Roth IRA. Our trading platform has no monthly fees, no maintenance fees, no storage fees and low transactional costs. Finally, a platform that protects your assets without breaking your bank.

You are leaving trustetc.com to enter the Tax Free Crypto website (www.taxfreecrypto.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Precious Metals

American Hartford Gold

American Hartford Gold is one of the nation’s largest retailers of gold and silver. Trusted by Bill O’Reilly, they are dedicated to helping clients secure their financial futures with precious metals. Their specialists empower clients with market knowledge and provide personalized service for the life of their accounts. They have shipped over $1.5 billion in precious metals to thousands of satisfied clients, earning them an A+ BBB rating and thousands of 5-star reviews on Trustpilot and Google. Protect your wealth and secure your retirement savings with a Gold IRA from American Hartford Gold.

You are leaving trustetc.com to enter the American Hartford Gold website (www.americanhartfordgold.com/ira-retirement-accounts/). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

TurnKey Real Estate

Astor Realty Capital

Institutional quality real estate opportunities for private investors

Astor Realty Capital is an institutionally backed private equity real estate investment firm headquartered in NYC with offices in Miami and Phoenix. Managed by experienced professionals, Astor currently participates in over $1.5 Billion real estate assets in 9 submarkets. Astor offers three investment options including equity, preferred and structured debt instruments to its investors. The firm average return to date stands at 21% net of fees with a solid track record.

You are leaving trustetc.com to enter the Astor Realty Capital website (www.astorrealtycapital.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding | TurnKey Real Estate

InvestorResidences.com, LLC

2x Your Capital in a 10 Asset AirBnb Portfolio

InvestorResidences.com, LLC provides a passive way to put your capital to work. Our 22 person team aims to double your investment over 6-9 years through a diversified portfolio of 10 Airbnb properties. Each residence produces quarterly cash flow distributions and potential long-term appreciation while guarding against inflation. InvestorResidences.com, LLC is offering unique residences in a diversified set of vacation locations, each with distinctive economic drivers, varied peak seasons, and all excellent short-term rental communities.

You are leaving trustetc.com to enter the InvestorResidences.com, LLC website (www.investorresidences.com/webinar/). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding

Clear Capital LLC

The Upside of Real Estate

Clear Capital is a private equity investment firm that acquires, renovates and manages multi-family real estate assets in the Western, Mountain and Sunbelt regions of the US. With a portfolio of 4,100+ units worth over $1B, their investment approach spans from Value-Add to Affordable Housing, delivering above-average risk-adjusted returns for private and institutional investors.

You are leaving trustetc.com to enter the Clear Capital LLC website (clearcapllc.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Precious Metals

McAlvany Precious Metals

Longevity, Transparency, Advisory.

McAlvany Precious Metals has operated with an outstanding reputation since 1972, advising investors on precious metals IRAs since the IRS first allowed them in 1986. McAlvany Precious Metals provides exceptional quality of products & services, with a personal advisor to help you every step of the way. With a proven track record of compounding ounces within accounts, McAlvany Precious Metals truly offers a unique approach to your IRA.

You are leaving trustetc.com to enter the McAlvany Precious Metals website (www.mcalvanyica.com/precious-metals-ira/). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Precious Metals

Goldco

Discover the Goldco Difference.

Goldco is one of the leading precious metals providers in the country. Goldco facilitates the opening of Self-Directed IRAs for individuals seeking to protect their wealth by diversifying their portfolio with physical gold and silver. Join the thousands of individuals who have secured their retirement savings with Goldco.

You are leaving trustetc.com to enter the Goldco website (www.goldco.com/gold-ira/beginners-guide-to-a-gold-ira/). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding

Yieldstreet

With just a click, Equity Trust securely connects your account to Yieldstreet so you can easily invest in a wide range of offerings. Yieldstreet offers everything from real estate and private credit to structured notes and more across term and return profiles. Funding is automatically transferred from your Equity Trust account — no forms or manual transfers required.

You are leaving trustetc.com to enter the Yieldstreet website (https://www.yieldstreet.com/). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding

Outpost Ventures

Unique Approach to Venture Capital

Outpost Ventures (OV) is a deep technology investor that grows our nation’s most innovative dual-use tech companies. OV invests in companies we’ve helped forge relationships with the US Government, and which are already proven with revenue in commercial markets. Accredited Investors only.

You are leaving trustetc.com to enter the Outpost Ventures website (outpostventures.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Digital Currency

Coin IRA

A Leader in Customer Experience

Coin IRA, A+ rated & BBB Accredited since 2017, has made it simple to add both cryptocurrency and precious metals to your tax-advantaged Traditional, Roth or SEP IRA. We deliver on your priorities — accounts that are free to open & maintain; self-trading 365 days a year; a secure, reliable trading platform to execute trades quickly; the lowest transaction fees; best in class security for digital asset storage provided by Equity Trust; and fast expert support. Call Coin IRA’s dedicated Equity Trust VIP Line today at 855-431-6612.

You are leaving trustetc.com to enter the Coin IRA website (www.coinira.com/cryptocurrency-ira/). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Lending | Private Equity / Crowdfunding

Carofin

Meaningful Investments-Vital Capital.

For investors looking to reduce exposure to the public markets, investing directly in private companies can add balance to your portfolio. At carofin.com, you can choose meaningful investments and provide vital capital while potentially capturing greater returns. Over 26 years, Carofin and affiliates, FINRA-registered broker-dealers, have raised over $1.2B of equity and debt.

You are leaving trustetc.com to enter the Carofin website (www.carofin.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding

Surety Associates

We Make Money & We Make a Difference

“Never invest in a business you do not understand”– Warren Buffett
Our Business Model is very straightforward. It’s so simple in-fact, your bank has been using it for hundreds of years. With our Private Mortgage Lending Program, you Become-the-Bank, potentially earning a 2-Dimensional ROI (Percentage Rate & Points). Check our site for testimonials from current Equity Trust Clients.

You are leaving trustetc.com to enter the Surety Associates website (SuretyAssociates.net). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding

RealtyMogul

Real estate investing made easy

Founded in 2012, RealtyMogul gives everyday investors access to institutional quality multifamily, office, retail, industrial, ground-up development and other commercial real estate opportunities in dozens of markets across the country.
RealtyMogul members can also invest in two Real Estate Investment Trusts (REITs) – the Income REIT and the Apartment Growth REIT.

You are leaving trustetc.com to enter the RealtyMogul website (www.realtymogul.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Precious Metals

Noble Gold

At Noble Gold Investments, we enable you to take control of your family’s future with a gold IRA and other precious metals. Whether it’s diversifying your portfolio with a gold or silver IRA, acquiring precious metals, or storing bullion in our Texas depository, our no-pressure agents can guide you through all the options available to you.

You are leaving trustetc.com to enter the Noble Gold website (www.noblegoldinvestments.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding

LivBrook Capital

A private real estate investment company

Livbrook Capital is a private real estate investment company focused on acquiring and swiftly repositioning investment grade apartment assets in growth markets across the U.S. Our team currently has stake in 3,300+ apartments across 12 cities and 11 markets totaling $400,000,000. We aim to generate elevated return profiles for our investment partners, while creating a best-in-class investor experience that is both transparent and inclusive. This private real estate fund was strategically designed to provide reduced risk through diversification across a number of quality assets at a time in the market where purchasing multi-family can provide growth and appreciation. If you have any questions, please reach out via email to [email protected].

You are leaving trustetc.com to enter the LivBrook Capital website (livbrook.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding

Apex Real Estate Investments

Start Building Passive Income Now!

Apex Real Estate Investments is a privately held equity investment company that provides investors with passive income, above-market returns, and a hedge against inflation.

You are leaving trustetc.com to enter the Apex Real Estate Investments website (apexreiholdings.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

TurnKey Real Estate

Memphis Investment Properties

Turnkey rentals for out of state investors

We provide newly renovated, cash-flowing Turnkey rental properties in Memphis, TN, with in-house property management. We have renovated over 6,000 properties and currently manage over 3,000 for investors all over the world.

You are leaving trustetc.com to enter the Memphis Investment Properties website (www.memphisinvestmentproperties.net). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

TurnKey Real Estate

Financial Attunement

Commercial Real Estate Investors

We are impact-focused Investors. We bring investors together to acquire, manage, then strategically exit quality investments that make a difference. Our primary target markets are Texas and Florida but we strategically and opportunistically invest in a limited number of other markets. We have long-term vision and look forward to partnering with you.

You are leaving trustetc.com to enter the Financial Attunement website (www.financial-attunement.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Precious Metals

Birch Gold Group

The Precious Metals IRA Specialists.

Leading precious metals dealer since 2003. We empower our customers through knowledge. Everything we do, every service that we provide and every conversation we have with you is defined by our three core values: knowledge, dedication to 1-on-1 care, and trust. That’s earned us a BBB A+ rating and nearly 10,000 loyal, happy customers. Experience the Birch Gold difference for yourself.

You are leaving trustetc.com to enter the Birch Gold Group website (www.birchgold.com/precious-metals-ira/). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Digital Currency

BitIRA

First-Class Safety & Security That Sets the Standard.

At BitIRA, we firmly believe that Americans should have access to more choices of assets available within their tax-advantaged retirement account. Therefore, one of our primary goals is to help our customers understand how digital currencies can serve as a powerful tool to achieve their unique objectives for saving for the future, while offering a simple, straightforward path to use that tool effectively.

You are leaving trustetc.com to enter the BitIRA website (www.bitira.com/digital-ira/). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding

Cityside Capital LLC

Commercial Real Estate Syndications

Cityside Capital is a FINRA-licensed private equity company focused on value-add multifamily, self-storage and industrial syndications. Our licensure (FINRA Series 82 & 63) requires third-party due diligence on all assets, markets and underwriting giving you the confidence to invest with our thoroughly vetted strategic partners.

You are leaving trustetc.com to enter the Cityside Capital LLC website (citysidecap.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Precious Metals

Gold Alliance

Your Trusted Gold IRA Experts.

Gold Alliance helps hardworking Americans achieve financial security with the protection and benefits of physical precious metals, which are under your control and beyond the reach of banks and Wall Street. You can achieve financial security, effective diversification, and growth by allocating a portion of your IRA/401k to a Gold and Silver IRA/401k with no penalties or taxes taken.

You are leaving trustetc.com to enter the Gold Alliance website (www.goldalliance.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Precious Metals

Lear Capital

The Precious Metals Leader.

Since 1997, Lear Capital has been the vanguard of the precious metals industry, with over $3 billion dollars in transactions and 86,000+ clients. Lear Capital offers one of the largest selections of metals in the United States and is one of the highest-rated precious metals dealers. Our industry experts have a wealth of experience and can guide you through the process.

You are leaving trustetc.com to enter the Lear Capital website (learcapital.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Lending | Private Equity / Crowdfunding

Secured Investment Corp

Enter the Circle of Wealth

Secured Investment Corp provides lenders and real estate investors the ability to connect and build powerful and profitable strategic alliances. Lenders are able to grow their net returns on their invested capital and real estate investors can grow their investment portfolios. This is all accomplished through our two private equity funds and first lien position trust deeds.

You are leaving trustetc.com to enter the Secured Investment Corp website (www.securedinvestmentcorp.com/). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

TurnKey Real Estate

Guerin Property Services

Texas full-service SFR investing

Guerin Property Services is a full-service residential investment company that helps the everyday investor identify, purchase, and manage investment homes in Austin, San Antonio and many other cities in Texas. We have a full team that does all the work so you don’t have to. We have been in business for over 15 years helping investors add to their growing portfolios.

You are leaving trustetc.com to enter the Guerin Property Services website (www.guerinpropertyservices.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding | TurnKey Real Estate

Freedom Family Investments

Invest Smart | Live Happy

Freedom Family Investments is an investment firm providing turnkey investments for real estate investors. With over a decade of experience and excellent reputation for quality investments, F.F.I. provides a true hands & hassle free method to invest in real estate. Our goal is to add assets to your balance sheet & provide you with financial freedom.

You are leaving trustetc.com to enter the Freedom Family Investments website (FreedomFamilyInvestments.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

TurnKey Real Estate

EquityPro

Your Future Returns

Helping people from across the world make smart and successful real estate investments in Florida is what has gotten us out of bed in the morning, since 2004. EquityPro is one of the sunshine state’s leading wholesale investment brokerages. Our firm specializes in acquiring and providing properties with big potential – both residential and commercial. Through our marketing channels, we have a steady flow of flip opportunities, high-yield rentals, value-add apartment buildings, and more.

You are leaving trustetc.com to enter the EquityPro website (www.equitypro.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding

Moonfare

Investing is legacy

Moonfare is a digital platform leading a new era of private markets investing. To date, we’ve enabled more than 3,900 people globally to invest in more than 100 top-tier funds from the world’s leading managers, including Silver Lake, KKR, and Carlyle. We uphold a rigorous fund selection — only 5% of the funds make it into Moonfare. With a low minimum of $75,000, our offering spans Buyout, VC, Private Credit, Secondaries, Real Assets and other high-quality private market opportunities. To explore our current fund selection, create a free account on Moonfare.com.

You are leaving trustetc.com to enter the Moonfare website (moonfare.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding | TurnKey Real Estate

BV Capital

Commercial Real Estate in Texas

We create unique investment opportunities in real estate that were historically only available to institutions. Our mission is to provide accredited investors direct access to exclusive real estate investments in Texas. As a real estate developer ourselves, we take an active role and investment in every project we share with our investors.

You are leaving trustetc.com to enter the BV Capital website (www.bvcapitaltx.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding

Gridline

The Future of Alternative Investing

Gridline is an investment management platform providing access to a variety of best-in-class alternative fund managers, supported by an institutional-quality selection and diligence process and innovative technology that removes the administrative burden associated with investing in private markets.

You are leaving trustetc.com to enter the Gridline website (gridline.co). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Precious Metals

U.S. Money Reserve

America’s Gold Authority®

Founded in 2001, U.S. Money Reserve is one of the world’s largest private distributors of gold, silver, platinum, and palladium. Hundreds of thousands of clients across the country rely on U.S. Money Reserve to diversify their retirement portfolios with Self-Directed Precious Metals IRAs and other forms of physical legal-tender gold, silver, platinum, and palladium coins.

You are leaving trustetc.com to enter the U.S. Money Reserve website (www.usmoneyreserve.com/ira/). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Digital Currency

My Digital Money

Self-trading CryptoIRA platform

My Digital Money is a US-based self-trading CryptoIRAplatform that offers military-grade private key security, concierge service, and features to help you make better investment decisions including trigger order, play money account, and others.

You are leaving trustetc.com to enter the My Digital Money website (www.mydigitalmoney.com/cryptocurrency-investment-guide/). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Precious Metals

Patriot Gold Group

At Patriot Gold Group, you’ll never pay retail and always work directly with the owners. Leading industry experts with a wealth of experience, we’ve held senior positions at the largest retail precious metal investment firms in the U.S. We eliminate multiple layers of executive and shareholder compensation and work directly with you to secure the most competitive pricing on gold and silver.

You are leaving trustetc.com to enter the Patriot Gold Group website (www.patriotgoldgroup.com/precious-metal-ira/). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding

Holdfolio

Your Real Estate Investing Partner

Break through the noise and invest with us in high-yield, professionally managed private real estate investments. Thousands of investors choose Holdfolio as their investment partner for multifamily and commercial real estate where investors have earned historical average returns in excess of 19% annualized! Leverage Holdfolio’s expertise to start earning outsized returns today.

You are leaving trustetc.com to enter the Holdfolio website (holdfolio.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding

Matheson Capital

Southeastern Apartment Investing

Matheson Capital invests in southeastern apartments, and we partner with investors from around the world, providing access to otherwise unavailable investment opportunities in America’s strongest multifamily markets. Through over a dozen acquisitions totaling over $100 million, our investors have realized an average IRR of 40% on completed projects

You are leaving trustetc.com to enter the Matheson Capital website (mathcap.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Private Equity / Crowdfunding

therealfund

Invest in Multifamily Real Estate

Providing you with the opportunity to invest in Real Estate and Real Estate related companies. therealfund specializes in commercial Real Estate and the oversight of companies that facilitate the operations of acquisitions and those of client/partner relationships. Passive investing at varying equity levels.

You are leaving trustetc.com to enter the therealfund website (www.therealfund.com). The information and links on the website (“Platform”) you are about to visit are not part of, affiliated with, under the control of, or the responsibility of Equity Trust Company (“Equity Trust”).

Continue

Let's talk about your financial future.

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.

Name*

First Name* Last Name*

Email*

Phone*

This field is for validation purposes and should be left unchanged.

By entering your information and clicking Start a Conversation, you consent to receive reoccurring automated marketing text messages and emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive text messages and emails from Equity Trust and seek information, contact us at 855-233-4382. Reply STOP to opt out from text messages. Message and data rates may apply. View Terms & Privacy.

As Equity Trust Company (“Equity Trust”) is a directed custodian, like any investment, it is your responsibility to conduct your own due diligence before investing and before choosing a provider that is right for you. Equity Trust may, from time to time, establish independent contractor relationships with third-party providers, as provided above, whereby you, as the IRA owner, can have access to third-party providers for services that may be beneficial to you. Equity Trust is not an affiliate of any such provider. Equity Trust makes no recommendation or representations as to any provider and service or the needs generally of any IRA owner or any IRA. Any service available from any provider that offers investment education or advice solely reflects the views of such provider and in no way represents any recommendation or advice from Equity Trust. Opinions or ideas expressed by third parties, their affiliates, and employees are not necessarily those of Equity Trust nor do they reflect their views or endorsement. IRA owners are in no way obligated to purchase services and IRA owners are free to choose a provider with services as they deem appropriate. IRA owners should consult with their financial and legal advisors before choosing to work with any provider