ALTERNATIVE INVESTING MADE EASY
Online Account Management
Benefits of a Custodian that Specializes in Alternatives
Our streamlined fee structure, multiple-account discounts, online investment wizards and preferred service models make it easy and cost effective for financial professionals to diversify client portfolios with alternatives.
We offer the full range of tax-advantaged and retirement accounts, including self-directed IRAs, qualified retirement plans and non-retirement custodial accounts for non-traditional and traditional assets.
We do it all – we custody alternative assets in qualified accounts as well as non-qualified after-tax accounts. We work with Traditional, Roth and SEP IRAs as well as SIMPLE IRAs and 401(k) plans.
Several benefits set us apart...
- Direct Participation Programs
- Hedge funds
- Gold, silver, platinum and palladium bullion which meet minimum fineness requirements
- Residential and commercial real estate
- Undeveloped or raw land
- Real estate notes (mortgages and deeds of trusts)
- Tax lien certificates
- Promissory notes
- Foreign currencies trading accounts or FOREX
The range of assets we custody is broad and deep, and includes the following categories:
So, what are you waiting for?
Equity Institutional services institutional clients of Equity Trust Company. Equity Trust Company is a passive 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.
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Experienced & Trusted
Equity Trust is one of the oldest and largest custodians specializing in difficult-to-value alternative assets.
Additional benefits...
- Seamless integration with your systems. We provide an efficient and effective back-office transition with two-way data flow for accurate books and record keeping. Our bulk transfer process provides streamlined movement of large portfolios.
- Wide range of assets and streamlined fees. We specialize in difficult-to-value assets that other clearing firms struggle to hold, and maintain a competitive, streamlined fee schedule.
- State-of-the-art account management. myEQUITY offers single sign-on for real-time access to all your clients’ positions, plus online account open and investing.
- Custody of alternative and traditional assets.
Through Equity Trust Company, we offer the full scope of qualified and non-qualified
accounts, along with:
• Back office support
• UBIT tax preparation for impacted clients (for an additional fee)
• Annual RMD notifications
Not all custodians are able to hold alternative assets. Equity Trust Company specializes in the custody and administration of complex assets, like private equity, notes and REITS, and is experienced in the IRS reporting and detailed record-keeping associated with difficult-to-value assets.
Lower Fee Solutions for Alts Custody
Experienced and Trusted
Alternative Investing Made Easy
Qualifying firms will be assigned a dedicated Relationship Manager to answer day-to-day questions regarding your client accounts.
This single point of contact ensures your questions are answered efficiently and your account-related needs met effectively.
- Auto finance notes
- Oil and gas investments
- Private limited partnerships, limited liability companies, and C corporations
- Digital currency
- Publicly traded stocks, bonds, or mutual funds
- Accounts receivable
- Judgments/structured settlements
- Managed futures
We do it all...
- We custody alternative assets in qualified accounts as well as non-qualified after-tax accounts. We work with Traditional, Roth and SEP IRAs as well as SIMPLE IRAs and 401(k) plans.
- For an all-inclusive annual fee, your investors receive unlimited transactions without the hassle of tracking changes for various account activities.
- We take the work and worry out of handling administrative details, so you can focus on your clients’ needs.
- Dedicated Relationship Manager (RM) ensures white glove service and exceptional client experience with real-time information.
Contact us for a short conversation about your specific needs
Exceptional Levels of Service
- Single sign-on access to all your client accounts in real time, from any device
- Online Account Open wizard streamlines the process, with e-Signature available for efficient processing
- Convenient access to online forms and required documentation
State-of-the-art myEQUITY account management system provides real-time, around-the-clock access to client accounts with the reports you need at your fingertips.