Equity Trust Review: The Alternative Investment IRA Custodian

The world of IRA investing has really changed lately, opening up new doors for individual investors. Gone are the days when your only options were stocks, bonds, and mutual funds. Now, with the rise of Self-Directed IRAs (SDIRAs), you can dive into a whole new range of assets like real estate, precious metals, and even private businesses. 

This isn’t just about having more choices; it’s about crafting a retirement portfolio that fits your personal financial goals and risk appetite. And that’s where specialized custodians come into play, making it possible to tap into these diverse investments.

Equity Trust is a standout in the field for those looking to break away from traditional investment paths. In this Equity Trust Review, I’ll explore how their innovative and customer-centric services set them apart in the world of self-directed IRAs and alternative investments. 

For anyone looking to learn more about Self-Directed IRAs, understanding what Equity Trust brings to the table is a nice first step. They’re not just another custodian; they’re a partner in navigating the intricacies of today’s investment options.

What is Equity Trust?

Equity Trust, founded in 1974 by Richard Desich, has established itself as a premier custodian specializing in self-directed IRAs. This financial institution offers a unique opportunity for investors to broaden their retirement savings beyond the typical stocks and mutual funds. 

Instead, clients can channel their investments into a variety of alternative assets like real estate, precious metals, digital currencies, and private equity, all while benefiting from the tax advantages associated with IRAs.

Furthermore, an account with Equity Trust isn’t just limited to unconventional investment options; clients also have the freedom to invest in traditional assets, maintaining a diversified portfolio all under one roof. 

While Equity Trust serves as a direct custodian, it’s important to note that they do not offer tax, legal, or direct investment advice. This setup empowers investors to explore a broader spectrum of investment opportunities without losing the convenience of managing both traditional and alternative assets through a single platform.

Equity Trust Features

Here are some of the reasons that over 130,000 customers have trusted Equity Multiple with over $12 billion in assets: 

  • Wide Range of Investment Choices: At Equity Trust, you can diversify your IRA by investing in various assets like real estate, promissory notes, private equity, and cryptocurrencies.
  • Cutting-Edge Online Platform: The myEQUITY system simplifies the investment process with user-friendly tools and clear guidance, making the management of self-directed IRAs straightforward and efficient.
  • Dedicated Support: Receive personalized advice from alternative investment experts through one-on-one counseling sessions, designed to help you understand and make the most of your investment options.
  • Exclusive Investment Marketplace: Access unique investment opportunities via the Investment District, a specialized online platform that introduces investors to a select range of potential assets for their portfolios.
  • Comprehensive Client Service: Equity Trust caters to a diverse clientele, including individual investors, financial advisors, and institutions, offering versatile solutions for various needs.
  • Fair and Consistent Fees: Unlike some services that charge based on account size, Equity Trust keeps annual fees for gold IRA accounts steady, offering transparency and predictability in costs.

Other Alternative Investments

Once you sign up for Equity Trust, you will be able to invest in all IRS approved alternative investments. But with so many options, deciding how and where to invest can be difficult. Here are a few alternative investment platforms that can help you find the right investment deal you are looking for:

  • Crowd funded startups: EquityNet stands out in the crowdfunding arena by connecting ambitious startups with accredited investors, facilitating funding from $100,000 to $100 million. This platform is appealing for those interested in high-risk, high-reward opportunities, offering a unique space to invest in potential breakthrough businesses. With its advanced tools and patented technology, EquityNet streamlines the investment process, helping businesses present compelling cases to secure funding, while providing investors with a gateway to innovative ventures without traditional funding hurdles.
  • Fractional Real Estate Ownership: For those interested in expanding their investment horizons with fractional real estate, EquityMultiple presents an attractive choice. This innovative platform merges the collective funding approach of crowdfunding with the established strategies of traditional real estate investments. At EquityMultiple, investors have the flexibility to engage in group investments, directly fund specific commercial properties, or invest in debt securities, with an entry point as low as $5,000. This hybrid model provides a unique opportunity for investors to aim for significant returns while diving into the real estate sector through a user-friendly platform.
  • Private Credit: For accredited investors drawn to the high returns of private credit, Percent stands out as an enticing option. This pioneering platform democratizes access to private credit opportunities, a sector traditionally exclusive to institutional investors. Percent allows individual investors to delve into small and medium-sized business (SMB) loans, merchant cash advances, and trade receivables. Starting with investments as low as $500, Percent not only makes this market accessible but also maintains transparency and is committed to providing exceptional customer service, reshaping the landscape of private credit investing.

Conclusion 

In conclusion, the realm of IRA investing has dramatically evolved, allowing individuals to venture beyond traditional markets into a diverse world of alternative assets. The rise of Self-Directed IRAs has revolutionized personal finance, enabling investors to tailor their retirement portfolios to their unique preferences and financial goals. With specialized custodians like Equity Trust, accessing these varied investment opportunities has never been easier or more secure.

Equity Trust stands out by offering not just a wide range of investment options but also an innovative platform and dedicated support to guide you through the investment process. Whether you’re new to alternative investments or looking to expand your portfolio, Equity Trust provides the tools and resources necessary to navigate the complexities of modern investing.

If you’re ready to take control of your retirement savings and explore the possibilities beyond conventional investments, then taking a closer look at what Equity Trust has to offer could be your next step. Click Here to learn more about Equity Trust and how it can transform your approach to retirement planning.