Case Studies | Equity Trust

Discover What Makes an Equity Trust Self-Directed IRA Different

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The Investor Case Study Guide Showcases:

How one investor used a non-recourse loan from his neighbor to capitalize on an investment opportunity that netted $40,000, tax-free back to his Roth IRA.
An investor who put $100 from his IRA in a structured real estate investment and returned $21,000 to his account
How one retiree turned to real estate to provide $33,000 of annual cash flow from his IRA
Plus other stories of real client successes

Why Equity Trust?

With 50 years of financial service experience, our track record of success with self directed IRAs, 401(k)s, and other retirement plans is unmatched. See what makes us better than the rest.

Create a customized portfolio of alternative assets as well as traditional investments with a single custodian.

Our track record of excellence is unmatched in the industry. Investors rely on us to be the custodian and administrator of more than 334,000 accounts holding over $45 billion in assets (as of 1/1/2024).

Simplifying investing and account management online, through our industry-leading system, myEQUITY.

Recognized as an exceptional service provider, we have more than 400 employees dedicated you.

Maximize your account and gain new insights with access to unparalleled , on-demand education from webinars, case studies, how-to guides and live workshops.

Equity Trust is a state regulated trust company. You’re in good hands.

Discover what only 3% of Americans know about creating lasting wealth

Self-directed IRAs and other retirement plans allow you to create lasting wealth by investing in areas where you heave knowledge, expertise, and comfort.

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.