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Raise Capital Using Investors’ Retirement Accounts

Equity Institutional Services opens opportunities in the alternative investment market and makes investing easy.


Equity 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:





Complimentary Services

Private Fund Custody

According to the SEC, Registered Investment Advisors who have custody of their clients’ funds or securities must safeguard those funds. Equity Trust Company is a qualified custodian that offers this service to private funds and organizations.

Trading Account Custody

Equity Trust Company is a leader in futures and forex IRA trading accounts and works with nearly every Futures Commission Merchant in the United States.

Getting Started is Easy

  1. Complete your Investment Onboarding form
  2. Your fund is then set up in our system within 1-2 days and you can begin onboarding investors
  3. Request access to our Pro Portal to track your investor’s progress

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.

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