ALERT: USPS is experiencing delays due to the impacts of COVID-19 (, 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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Diversify Beyond the Traditional

Alternative Investing Made Easy

Equity Institutional strives to make it easy and cost-effective for investment professionals to diversify their client portfolios with alternatives.

  • We custody a full scope of account types and extensive range of alternative investment options
  • Our myEQUITY account management technology makes online account open and management efficient and seamless
  • Our fee schedule is simple, with a single annual fee covering unlimited investor transactions

Common Alternatives We Custody

  • Private Equity | Entities
  • PrivateLPs, LLCs, & C-Corporations
  • Crowdfunding Platforms
  • Gold, Silver, Platinum & Palladium Bullion
    (which meet minimum fineness requirements)
  • Digital Currency | Cryptocurrency
  • Foreign Currency Trading Accounts or Forex
  • Promissory Notes | Private Debt Lending
  • Auto finance notes
  • Commodities
  • Oil & Gas Investments
  • Managed Futures
  • Undeveloped or Raw Land
  • Residential & Commercial Real Estate
  • Real Estate Notes (Mortgages & Deeds of Trusts)
  • REITs
  • Tax Lien Certificates
  • Direct Participation Programs
  • Hedge Funds
  • Accounts Receivable
  • Judgments | Structured Settlements
  • Publicly Traded Stocks, Mutual Funds, ETFs, Options & Fixed Income Securities: Bonds, Treasuries, CDs