Meet Equity Trust: A leader in self-directed IRAs with 50 years in financial services and more than $50 billion in assets under custody and administration. #equitytrust50 #equitytrust #50years #service #IRA #investing #retirement #realestate
Equity Trust Company
Financial Services
Westlake, Ohio 13,581 followers
A leading custodian of self-directed retirement accounts, with more than $52 billion in assets under custody.
About us
Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Equity Trust Company (or its affiliates) offers custodial services for alternative investments, investment in alternative assets with individual retirement accounts, back-office solutions for RIAs, brokerage services, directed trustee services and more. Equity Trust Company evolved from a predecessor brokerage firm that started in 1974, to a financial services company today with over $52 billion in assets under custody and administration (as of 6/1/24). Visit www.TrustETC.com for more information. For career opportunities, visit www.TrustETC.com/careers.
- Website
-
https://www.trustetc.com
External link for Equity Trust Company
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Westlake, Ohio
- Type
- Privately Held
- Founded
- 1974
- Specialties
- Self-Directed IRA, Real Estate IRA, IRA Custodians, Alternative Investments, Financial Education, Alternative Assets, Precious Metals, Rollover Solutions, Advisor Services, and Tax-Advantaged Investment Strategies
Locations
-
Primary
1 Equity Way
Westlake, Ohio 44145, US
-
2329 North Career Avenue
Suite 205
Sioux Falls, South Dakota 57107, US
-
303 E 17th Avenue #805
Denver, Colorado 80203, US
Employees at Equity Trust Company
Updates
-
This is where most of the real estate purchases are happening among our self-directed real estate IRA clients … 👀 Find out more in the 2024 Self-Directed Real Estate Market Report – out now! Link in comments. #RealEstateInvesting #MarketTrends #EquityTrust #Report
-
A slight shift in your thinking could transform your investment journey. Discover the power of alternative assets and diversify and grow your portfolio. Thanks Amanda Han for sharing this valuable insight! Hear more from Amanda in our recent webinar – link in comments. #Investing #AlternativeAssets #EquityTrust
-
-
Do the recent financial market fluctuations have you questioning if your portfolio is diversified enough to handle risk? Dive deep into our blog to discover what a truly diversified portfolio looks like in today's dynamic market landscape - link in comments. 🔗 #StockMarket #PortfolioDiversification #FinancialFuture #EquityTrust
-
-
Are you planning for retirement and looking to maximize your savings? Swipe to discover states that don't tax retirement income – provided you meet the criteria. Create a comfortable retirement by staying informed and planning ahead! #RetirementPlanning #TaxFreeIncome #EquityTrust
-
Check out the 3 ways to fund your self-directed IRA! Great insights for maximizing your investment opportunities and enhancing your retirement savings. 👇 👇 👇
FinTech Investor | Capital Markets | Helping Busy Professionals Build Wealth by Investing in Multifamily Real Estate
🚀 3 Ways to Fund Your Self-Directed IRA 1️⃣ Direct Contribution: Deposit money directly from your bank account into your Self-Directed IRA. This straightforward method allows you to contribute up to the annual limit and start exploring a wider range of investment options beyond traditional stocks and bonds. 2️⃣ 401(k) / 403(b) Plan Rollover: Rolling over money from your 401(k) or 403(b) into your SDIRA can provide you with the flexibility to invest in alternative assets like multifamily real estate, private credit, and more, aligning with your unique financial goals. 3️⃣ IRA Rollover: Already have a Traditional or Roth IRA? Seamlessly roll over those funds into a Self-Directed IRA. This transition allows you to leverage the power of diverse investment strategies and potentially enhance your retirement savings. Here is Adam Sypniewski from Equity Trust Company explaining the 3 most common ways to fund your self-directed IRA. #SelfDirectedIRA #RetirementPlanning #FinancialFreedom #InvestmentStrategies #WealthManagement #DiversifyYourPortfolio
-
Are you sticking to the traditional 60/40 investment portfolio approach? 📊 While it's a solid starting point for diversification, it might not fit everyone's financial goals, especially in today’s fluctuating markets. The age-old mix of stocks and bonds is not the only investing model: some are exploring alternatives that can add variability to your investments. Whether you're eyeing growth, managing risk tolerance, or counting down to retirement, expanding your portfolio beyond the basics could be a game-changer. 💼✨ Ready to diversify and amplify your investment portfolio? Delve into our latest blog to uncover modern portfolio solutions that could reshape your financial future. Link [in comments] #InvestmentTips #PortfolioDiversification #FinancialPlanning
-
-
The Dow dropped more than 1,000 points on Monday. If you find yourself wondering if your portfolio can withstand an economic downturn, consider how different portfolio approaches – such as adding alternative investments - could help you diversify your risk. Watch the full video now on our YouTube channel – link in comments. #StockMarket #ModernPortfolio #Diversification #EquityTrust
-
Celebrating those who inspire us every day! Here's to the clients who make our journey worthwhile. 50 years of helping people just like you Reimagine your Retirement. #EquityTrust #CustomerSuccess #50Years
-