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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

Equity Trust Holds An Array of Alternative Assets

Private Equity

Private Debt

Precious Metals

Cryptocurrency

LEARN ABOUT OUR SPECIALIZED CUSTODY SOLUTIONS

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

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© 2022 Equity Trust. All Rights Reserved.

Equity Trust Company
1 Equity Way
Westlake, OH 44145

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 as of 8/31/2021.

Equity Advisor Solutions

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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