Raise Capital Using Investors’ Retirement Accounts
Equity Institutional Services opens opportunities in the alternative investment market and makes investing easy.
SET UP A NEW INVESTMENT FUNDEquity Institutional Services works with issuers to offer their investors a seamless, hassle-free process for placing investments through tax-advantaged retirement accounts. Formerly Midland Trust, we still offer the same best-in-class services tailored to investment sponsors, now with additional resources as part of the Equity family of companies.
Work with the team named Best Private Equity Custodian by Forbes Advisor.
Why Retirement Accounts for Capital Raise?
- They typically account for the majority of an investor’s investable capital
- They allow current investors to reinvest with an added source of capital
- Tax-advantaged returns can lead to significant tax savings
- IRAs offer an opportunity to invest in markets investors know well and may not have access to otherwise
The Equity Institutional Services Advantage
Flexible Servicing
- Tailored approach for each investment sponsor
- Dedicated representative assigned to you and your client
- Fast onboarding experience
- Flat fee structure
Industry Recognition
- Trusted relationships with many of your industry peers
- Named Best Self-Directed IRA for Private Equity by Forbes Advisor
- Our team of veteran associates are in tune with current market conditions and have experience in almost every investment structure
Cutting Edge Technology
- Equity’s OnePath minimizes client effort in self-directing investment choices
- Pro Portal provides investment managers with investor oversight
We Provide Custody Solutions for:
HEDGE FUND
MANAGERS
REAL ESTATE
SYNDICATORS
REGISTERED
INVESTMENT
ADVISORS
VENTURE
CAPITAL
PRINCIPALS
Claim Your Capital Raise Guide
Our Capital Raise Guide is a valuable education resource that reveals how investment advisors, fund managers, and real estate investment firms can increase their investor base through self-direction.
This form gathers a user's name, phone #, and email (all required) and is to be used when a static form is needed on an Institutional page that is not the Home page or a Landing page (there is a separate form for each of these) and is not found in the Hero section.
