- Self-Directed Accounts
- Investment Types
- Why Equity Trust
- Institutional Solutions
Not all custodians are able to hold alternative assets. Equity Trust Company specializes in the custody and administration of complex assets and has extensive experience with IRS reporting and detailed record-keeping associated with hard-to-value assets. The range of assets we custody is broad and deep, including private equity and debt, hedge funds, notes, tax liens, precious metals, oil and gas, and much more.
We custody alternative assets in qualified accounts as well as non-qualified after-tax accounts. We take the work and worry out of handling administrative details, so you can focus on your clients’ needs. Additional services include:
Our bulk transfer process provides streamlined movement of large portfolios.
Qualified firms are assigned a personal Relationship Manager, providing you with a single point of contact within Equity Institutional to answer questions and streamline account administration activities.
Our state-of-the-art myEQUITY account management system provides real-time, around the clock access to client accounts with the reports you need at your fingertips.
Our streamlined fee structure, multiple-account discounts, and preferred service models make it easy and cost-effective for financial professionals clients’ to diversify their portfolios with alternatives.
We can provide an efficient and effective two-way data flow for accurate record-keeping.
Equity Institutional also offers Directed Trustee Services to clients. As Directed Trustee, we carry out the administrative duties such as tax reporting, withholding remittance, IRS-approved documents, and compliance services.
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