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Alternative Investing Made Easy

We make it easy for investment professionals to diversify client portfolios with alternative assets.

EXPLORE INVESTMENT POSSIBILITIES

Specialized Custody Solutions

As one of the oldest and largest custodians specializing in IRA investing with difficult-to-value alternative assets, we have the experience to meet your diverse needs.

precious metals

PRECIOUS METALS DEALERS

Industry-leading platform for precious metals IRAs.

cryptocurrency providers

CRYPTOCURRENCY PROVIDERS

Turnkey solution to introduce investors to the world of cryptocurrency.

CROWDFUNDING & PRIVATE EQUITY

Introduce retirement account dollars to your platform.

investment platforms

INVESTMENT PLATFORMS

We make it simple to help your clients invest in alternatives.

RIAs Broker Dealers

RIAs & BROKER DEALERS

Diversify clients’ portfolios with alternative assets.

directed trustee services

DIRECTED TRUSTEE SERVICES

One-stop-shop for back-end administrative services.

precious metals

PRECIOUS METALS DEALERS

Industry-leading platform for precious metals IRAs.

cryptocurrency providers

CRYPTOCURRENCY PROVIDERS

Turnkey solution to introduce investors to the world of cryptocurrency.

CROWDFUNDING & PRIVATE EQUITY

Introduce retirement account dollars to your platform.

investment platforms

INVESTMENT PLATFORMS

We make it simple to help your clients invest in alternatives.

RIAs Broker Dealers

RIAs & BROKER DEALERS

Diversify clients’ portfolios with alternative assets.

directed trustee services

DIRECTED TRUSTEE SERVICES

One-stop-shop for back-end administrative services.

Why Equity Institutional

Leading-Edge Account Management Technology

Our industry-leading account management system and suite of APIs make it easier for you to manage clients’ portfolios or attract more investors to your platform.

View Our Solutions

Full Spectrum of Asset Options

Financial professionals turn to Equity Trust Company to custody a full breadth of alternative assets, in addition to traditional assets, all in one account.

Private Equity

Private Debt

Precious Metals

Cryptocurrency

EXPLORE INVESTMENT POSSIBILITIES

Information & Resources

Account Types

Forms to Manage Client Accounts

IRS Documents

Talk to a Business Development Executive

Learn how our custodial and technology solutions can help simplify your alternatives investing.

SCHEDULE A CONVERSATION

1 Equity Way|Westlake, OH 44145

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© 2024 Equity Trust®. All rights reserved.

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 6/1/2024. ¹ici.org, total assets in IRAs as of 12/2023

Terms of Use|Privacy Policy|Site Map

© 2024 Equity Trust®. All rights reserved.

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 6/1/2024. ¹ici.org, total assets in IRAs as of 12/2023

You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.

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