Best Self-Directed IRA company
2020 - 2024
Best Self-Directed IRA for Private Equity, Precious Metals 2024
BBB Rating: A+
Best Self-Directed IRA company
2020 - 2024
Best Self-Directed IRA for Private Equity, Precious Metals 2024
BBB Rating: A+
Assets Under Custody
and Administration**
Accounts Under Custody
and Administration**
Years in Financial
Services*
Assets Under Custody
and Administration**
Accounts Under Custody
and Administration**
Years in Financial
Services*
Predictable, versatile investments that fuel your passions.
Promissory Notes
A hands-off investment
with steady profit potential.
Unleash your inner venture capitalist – with your retirement account.
Emerging asset backed by specialized service, state-of-the-art platform.
Solid diversification option with a history of outshining traditional assets.
Predictable, versatile investments that fuel your passions.
Promissory Notes
A hands-off investment
with steady profit potential.
Unleash your inner venture capitalist – with your retirement account.
Emerging asset backed by specialized service, state-of-the-art platform.
Solid diversification option with a history of outshining traditional assets.
1. Create and fund your account.
Your dedicated onboarding IRA counselor is with you every step, so everything is set up correctly.
2. Direct your eligible investment.
You select your investment opportunity, and we take care of everything on the back end.
3. Manage your investment.
Our streamlined technology and expert service keep you informed and ready to respond quickly to new opportunities.
1. Create and fund your account.
Your dedicated onboarding IRA counselor is with you every step, so everything is set up correctly.
2. Direct your eligible investment.
You select your investment opportunity, and we take care of everything on the back end.
3. Manage your investment.
Our streamlined technology and expert service keep you informed and ready to respond quickly to new opportunities.
A single-point-of-contact
Streamlined technology
Extensive educational tools
Experts who answer their questions
Transparent fee structure
A single-point-of-contact
Streamlined technology
Extensive educational tools
Experts who answer their questions
Transparent fee structure
Equity Private Client Group provides dedicated support and administrative solutions for individual clients of Equity Trust Company. 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.
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 as of 3/31/25.
1 Equity Way, Westlake, OH 44145 | ©2025 Equity Trust, All rights reserved.