Latest Media
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.
