Private Equity IRA Investing | Equity Institutional

Private Equity Investing in IRAs

The private equity asset class has enjoyed a period of unprecedented success over the past decade, according to the Preqin Alternatives 2019 Report, and is continuing to grow in importance.

Institutional investors believe that private equity will likely continue to deliver superior returns relative to other asset classes, the report says, with 31% of advisors surveyed looking to increase their allocations over the next 12 months and 46% over the longer term.

In addition to holding publicly traded assets, your client’s Equity Institutional account may also purchase a number of private equity investments, including:

Stock of C-corporations

Limited partnerships

Limited liability companies

REITs

855.233.4382

Investor Insights Newsletter:
Join over 100,000 subscribers who receive investing and wealth-building news and education in their inbox.

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.

Continue