


Discover why clients have entrusted us to be the custodian of 414,000 accounts.
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+
and Administration**
and Administration**
Services*
and Administration**
and Administration**
Services*


Predictable, versatile investments that fuel your passions.

Invest in publicly traded assets such as stocks, bonds, and mutual funds.

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.

Predictable, versatile investments that fuel your passions

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. Open a
Universal IRA.
Complete your retirement account application, and, if you choose, the linked brokerage account application, online.

2. Transfer funds to your newly opened account.
Complete a rollover, transfer, or out-of-pocket contribution.

3. Invest in public or alternative assets.
Purchase an alternative investment you’ve already identified or browse potential public or alternative investment options on our integrated linked platforms, all accessible within our online account management system, myEQUITY.

1. Open a Universal IRA.
Complete your retirement account application, and, if you choose, the linked brokerage account application, online.

2. Transfer funds to your newly opened account.
Complete a rollover, transfer, or out-of-pocket contribution.

3. Invest in public and/or alternative assets.
Purchase an alternative investment you’ve already identified or browse potential public or alternative investment options on our integrated linked platforms, all accessible within our online account management system, myEQUITY.

Invest in Almost Anything
From publicly traded assets like stocks and bonds to alternative investments like real estate, crypto, and beyond.
Ultimate Convenience
Simplify your life and keep everything in one place… And never miss out on an investment opportunity again because you have to transfer money between different custodians!
Increased Diversification
With easy access to both public and alternative assets, you can hedge against market volatility and tap into higher growth potential.
Effortless Management
Move your money between different types of investments and maximize your growth potential without the headache.

Invest in Almost Anything
From publicly traded assets like stocks and bonds to alternative investments like real estate, crypto, and beyond.
Ultimate Convenience
Simplify your life and keep everything in one place… And never miss out on an investment opportunity again because you have to transfer money between different custodians!
Increased Diversification
With easy access to both public and alternative assets, you can hedge against market volatility and tap into higher growth potential.
Effortless Management
Move your money between different types of investments and maximize your growth potential without the headache.
Immediate Free Download!

Call us at +18888251531 or (888) 825-1531

Immediate Free Download!

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. Call us at: (888) 825-1531
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 4/30/25.
1 Equity Way, Westlake, OH 44145 | ©2025 Equity Trust, All rights reserved.