The Equity Trust Advantage

From the beginning, in 1974, Equity Trust’s mission has been clear: to help investors recognize the opportunities presented by self-directed investing within an IRA. We are committed to this mission and it is the core of the Equity Trust Advantage.

The Equity Trust Advantages are Clear:

  • Investment Diversity and Freedom:  An account at Equity Trust gives you the ultimate in portfolio diversification.  In addition to holding traditional investments such as stocks, bonds, and mutual funds, you can use your IRA, 401(k), or other retirement plan to invest in: real estate, private placements, notes/deeds of trust, tax liens, foreign currency and much more.
  • Proven Self-Directed IRA Experience – With nearly 40 years of experience specializing in self-directed IRAs, 401(k)s and other retirement plans, we specialize in dealing with the operational complexities of self-directed retirement accounts. We proudly custody accounts from all 50 states and our clients trust us to be the administrator of over $25 billion in retirement assets (as of 12/31/17).
  • We Make it Easy: As an industry pioneer, we are the first custodian with an online resource for our clients to manage their investments (myEQUITY). In addition to having a fast and accurate online management tool, our first class service team members are readily available to assist you. In fact, we assign Investment Liaison’s to every transaction.
  • Safety and Security - We are a regulated financial institution, complying with the standards for IRA custodians.
  • Unbeatable Value - With our all-inclusive fee schedule, there are no hidden fees or surprise charges. It’s very simple and easy to understand, and it comes with unbeatable value that you can only get from a leading self-directed IRA custodian.
  • GOLD Level Service Program - Equity Trust is committed to providing our clients with the options to most effectively manage their self-directed investing accounts. One way to do this is with our exclusive GOLD Level Service Program; which offers additional educational products and discounts as well as priority transaction processing.
  • myEQUITY Puts Opportunity at Your Fingertips - myEQUITY is Equity Trust Company’s streamlined, online account management system that empowers clients at every step on the road to retirement: Save. Invest. Retire – all with myEQUITY.