ALERT: USPS is experiencing delays due to the impacts of COVID-19 (USPS.com), impacting delivery of our client statements and payments. Equity Trust is encouraging clients to use electronic methods for depositing and delivery of payments: Rental/Note Payments can be submitted using our Online Payment Center | Request purchase funds, bill payments, and distributions using Wire or ACH payment methods through myEQUITY Wizards

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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.

RIAS | BROKER DEALERS

We service a full range of tax-advantaged accounts giving you the flexibility to diversify your clients’ portfolios with alternative assets.

 

– VIEW INDUSTRY-LEADING BENEFITS

INVESTMENT SPONSORS

For investment sponsors seeking to raise capital, the $9 trillion IRA market represents a wealth of new investment potential. We make it simple for investors to use their IRA or other retirement accounts to invest in your fund or asset.

 

– VIEW BENEFITS FOR INVESTMENT SPONSORS

PRECIOUS METALS DEALERS

Our flat storage fees, exceptional levels of service, fast processing times and a choice of depositories make us the preferred choice for IRA investing in precious metals.

 

– LEARN MORE ABOUT SERVICES

RIAS | BROKER DEALERS

We service a full range of tax-advantaged accounts giving you the flexibility to diversify your clients’ portfolios with alternative assets.

 

– VIEW INDUSTRY-LEADING BENEFITS

INVESTMENT SPONSORS

For investment sponsors seeking to raise capital, the $9 trillion IRA market represents a wealth of new investment potential. We make it simple for investors to use their IRA or other retirement accounts to invest in your fund or asset.

 

– VIEW BENEFITS FOR INVESTMENT SPONSORS

PRECIOUS METALS DEALERS

Our flat storage fees, exceptional levels of service, fast processing times and a choice of depositories make us the preferred choice for IRA investing in precious metals.

 

– LEARN MORE ABOUT SERVICES

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.

Talk to a Business Development Executive

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

SCHEDULE A CONVERSATION