Private Market Investing Made Easy

Research suggests private market investments could help investors grow their retirement savings faster while helping them avoid or reduce the impact of market downturns.

“A recent Georgetown study estimated that 401(k) plans diversified with a modest allocation to alternative asset classes — private equity, hedge funds, and real estate — would increase American workers’ retirement savings by 17% per year and reduce losses in a downturn.”

TOOMEY, SCOTT, MEIJER INTRODUCE LEGISLATION TO BOLSTER AMERICANS’ RETIREMENT SAVINGS

Now You Can Invest Like the Ultra-Wealthy

For years, private asset investing was only available to a few select groups, such as the ultra-wealthy, family offices, pension funds, and endowments.

Not anymore.

Now investors of all experience and net-worth levels can gain access to these private market investments. And it’s never been easier.

A circle chart that displays the average portfolio allocations of high-net-worth investors

SOURCE: Statista

Discover potential private market opportunities open to nearly all investors:

WEALTHBRIDGE | INVESTMENT DISTRICT

WealthBridge: Seamless, Easy Investing

WealthBridge is an online portal within Equity Trust’s online account management system, myEQUITY, that connects client accounts to third-party private-investment platforms. With a few clicks, investors’ accounts are securely connected to these platforms, where they can quickly invest in alternative investment offerings across a broad range of asset categories.

LEARN MORE: SCHEDULE A CALL WITH AN IRA COUNSELOR

HOW IT WORKS

LEARN MORE: SCHEDULE A CALL WITH AN IRA COUNSELOR

3 STEPS TO PRIVATE MARKET INVESTING WITH WEALTHBRIDGE

Open and fund an Equity Trust account

Access the WealthBridge portal in the myEQUITY online account management system

Identify an opportunity and seamlessly invest — all online

CURRENT INTEGRATED PLATFORMS

With just a click, Equity Trust securely connects your account to several platforms where you can easily invest in a wide range of offerings. Funding is automatically transferred from your Equity Trust account — no forms or manual transfers required.

Yieldstreet provides direct access to a wide range of curated private market alternative investments across real estate, private credit, private equity, and more.

[VIDEO] Learn more about connecting to Yieldstreet.

Holdfolio provides access to several real estate asset types, including multifamily, self-storage, mobile homes, senior living, mixed-use, and hotels.

[VIDEO] Learn more about Holdfolio.

With an integrated brokerage account, you can invest in stocks, mutual funds, and ETFs, all in the same IRA as your alternative investments.

The Digital Asset Platform offers more than a dozen of the most populat cryptocurrencies as potential investments in your IRA.

COMING SOON

TAKE A DEEPER DIVE INTO DIVERSIFYING WITH PRIVATE MARKET INVESTMENTS

Webinar with Yieldstreet founder Michael Weisz and Equity Trust’s Director of Education John Bowens shows how easy the process can be.

WATCH WEBINAR NOW

Screenshot of the Wealthbridge webinar displayed on a tablet

Equity Trust receives compensation for investments made by their clients in Yieldstreet products, creating a conflict of interest. Equity Trust is not a client or investor in any Yieldstreet products. Read more.

Yieldstreet and Holdfolio are not affiliates of Equity Trust Company (“Equity Trust”). As Equity Trust is a directed custodian, like any investment, it is your responsibility to conduct your own due diligence before investing and before choosing a provider that is right for you. Investing involves risk, including possible loss of principal.

Equity Trust makes no recommendation or representations as to any provider or the needs generally of any IRA owner or any IRA. Any information communicated by Equity Trust is for informational purposes only and should not be construed as tax, legal, or investment advice. Clients are in no way obligated to invest with Yieldstreet or Holdfolio and are free to select any provider or investment as they deem appropriate. No customer may rely on any statement made by Equity Trust or any of its officers, directors, employees, or agents for any decisions regarding Yieldstreet or Holdfolio. Whenever making a decision related to your account, please consult with your tax, financial, or legal professional.

Prior to making any investment decisions, please consult with the appropriate legal, tax, and/or investment professionals for advice. As a self-directed IRA custodian, ETC will not provide investment advice or risk assessment of any investment. The digital currency market may experience a high degree of volatility and clients should consult with an investment professional before any investment is made.

ETC Brokerage Services provides self-directed brokerage services to individual retirement and other custodial accounts for which its affiliate, Equity Trust Company, serves as custodian. ETC Brokerage Services is a broker-dealer registered with the SEC and a member of SIPC and FINRA.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Talk to an IRA Counselor today to open your account and get started on WealthBridge.

SCHEDULE A CALL

Already an Equity Trust client? Log into myEQUITY and get started now!

Browse More Options: Investment District

Looking for more potential investment opportunities? Check out the Investment District online marketplace, where you can discover asset providers across a variety of investment types:

Digital Currency
Lending
Precious Metals
Private Equity/Crowdfunding
Turnkey Real Estate

VISIT INVESTMENT DISTRICT

Let’s talk about your financial future.

Schedule a one-on-one session with an expert alternative investment 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.

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