Nearly Limitless Options
in One IRA
Invest in both traditional and alternative assets with a single custodian – ready to go beyond a self-directed IRA?
What is a Universal IRA?
Optimize your wealth building potential.
Have Questions?
Schedule a call with an IRA Counselor.
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What is a Universal IRA?
Optimize your wealth building potential.
Have Questions?
Schedule a call with an IRA Counselor.
Universal IRA aims to eliminate the need for investors to manage multiple self-directed portfolios to access alternatives.
The American Heart Association’s Greater Cleveland Heart Walk raises critical funds for research and overall health and well-being.
From Investopedia: “Equity Trust has forged the right combination of experience, investment capabilities, and customer focus to stand out as the best overall SDIRA company.”
John appeared on Lou Diamond’s podcast to discuss this powerful wealth-building tool.
John Bowens joined the podcast to talk through the details of using an IRA to invest in real estate.>
Smart Business magazine recognized George Sullivan among the region’s top leadership for a second straight year.
Our Director, Head of Education and Investor Success discusses the basics of self-directed IRAs.
John spoke with Marco Santarelli about how investors snowball their IRA balances with real estate and other investments.
Bowens and Desich talked about the pros and cons of this wealth-building strategy with Robert Kiyosaki, bestselling author of “Rich Dad Poor Dad,” as well as Kim Kiyosaki and Tom Wheelwright.
Crain’s Cleveland Business named George Sullivan to the list of notable Northeast Ohio professionals in finance.
“The best IRA companies make it easy to open an account and start saving for retirement,” the article says. Of the seven companies listed, Equity Trust is the lone self-directed IRA custodian.
CEO George Sullivan joined the Smart Business Dealmakers Podcast to discuss the potential advantages to alternative assets – not just during turbulent times, but in any market.
Equity Trust Company CEO George Sullivan shares in Crain’s Cleveland Business why investors should consider adding private investing to their portfolios.
In the News
Universal IRA aims to eliminate the need for investors to manage multiple self-directed portfolios to access alternatives.
The American Heart Association’s Greater Cleveland Heart Walk raises critical funds for research and overall health and well-being.
From Investopedia: “Equity Trust has forged the right combination of experience, investment capabilities, and customer focus to stand out as the best overall SDIRA company.”
John appeared on Lou Diamond’s podcast to discuss this powerful wealth-building tool.
John Bowens joined the podcast to talk through the details of using an IRA to invest in real estate.>
Smart Business magazine recognized George Sullivan among the region’s top leadership for a second straight year.
Our Director, Head of Education and Investor Success discusses the basics of self-directed IRAs.
John spoke with Marco Santarelli about how investors snowball their IRA balances with real estate and other investments.
Bowens and Desich talked about the pros and cons of this wealth-building strategy with Robert Kiyosaki, bestselling author of “Rich Dad Poor Dad,” as well as Kim Kiyosaki and Tom Wheelwright.
Crain’s Cleveland Business named George Sullivan to the list of notable Northeast Ohio professionals in finance.
“The best IRA companies make it easy to open an account and start saving for retirement,” the article says. Of the seven companies listed, Equity Trust is the lone self-directed IRA custodian.
CEO George Sullivan joined the Smart Business Dealmakers Podcast to discuss the potential advantages to alternative assets – not just during turbulent times, but in any market.
Equity Trust Company CEO George Sullivan shares in Crain’s Cleveland Business why investors should consider adding private investing to their portfolios.
Press Releases
Awards
Let’s talk about your financial future.
Schedule a one-on-one session with a knowledgeable IRA Counselor. We’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.
By entering your information and clicking Start a Conversation, you consent to receive reoccurring automated marketing emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive emails from Equity Trust and seek information, contact us at 855-233-4382.
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© 2024 Equity Trust®. All rights reserved.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 6/1/2024. 1ici.org, total assets in IRAs as of 12/2023
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Subscribe to our newsletter:
Terms of Use|Privacy Policy|Site Map
© 2024 Equity Trust®. All rights reserved.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 6/1/2024. 1ici.org, total assets in IRAs as of 12/2023
You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.
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By entering your information and clicking Start a Conversation, you consent to receive reoccurring automated marketing emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive emails from Equity Trust and seek information, contact us at 855-233-4382.
By entering your information and clicking Start a Conversation, you consent to receive reoccurring automated marketing emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive emails from Equity Trust and seek information, contact us at 855-233-4382.
By entering your information and clicking Start a Conversation, you consent to receive reoccurring automated marketing emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive emails from Equity Trust and seek information, contact us at 855-233-4382.