ALERT: USPS is experiencing delays due to the impacts of COVID-19 (USPS.com), impacting delivery of our client statements and payments. Equity Trust is encouraging clients to use electronic methods for depositing and delivery of payments: Rental/Note Payments can be submitted using our Online Payment Center | Request purchase funds, bill payments, and distributions using Wire or ACH payment methods through myEQUITY Wizards
We make it easier for investment professionals to diversify client portfolios with alternative assets.
View FormsNot 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.
Custody of alternative and traditional assets
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.
Exceptional levels of service with the perfect pairing of technology and human expertise
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.
State-of-the-art account management
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.
Streamlined fees
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.
Seamless integration with your systems
We can provide an efficient and effective two-way data flow for accurate record-keeping.
Directed Trustee Services
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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