Meet Equity Trust: A leader in self-directed IRAs with 50 years in financial services and more than $50 billion in assets under custody and administration. #equitytrust50 #equitytrust #50years #service #IRA #investing #retirement #realestate
Equity Trust Company
金融服务
Westlake，Ohio 14,358 位关注者
A leading custodian of self-directed retirement accounts, with more than $52 billion in assets under custody.
关于我们
Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Equity Trust Company (or its affiliates) offers custodial services for alternative investments, investment in alternative assets with individual retirement accounts, back-office solutions for RIAs, brokerage services, directed trustee services and more. Equity Trust Company evolved from a predecessor brokerage firm that started in 1974, to a financial services company today with over $52 billion in assets under custody and administration (as of 6/1/24). Visit www.TrustETC.com for more information. For career opportunities, visit www.TrustETC.com/careers.
- 网站
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https://www.trustetc.com
Equity Trust Company的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Westlake，Ohio
- 类型
- 私人持股
- 创立
- 1974
- 领域
- Self-Directed IRA、Real Estate IRA、IRA Custodians、Alternative Investments、Financial Education、Alternative Assets、Precious Metals、Rollover Solutions、Advisor Services和Tax-Advantaged Investment Strategies
地点
Equity Trust Company员工
动态
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Equity Trust Company CEO George Sullivan has once again been recognized as one of Smart Business Magazine’s Smart 50, an award recognizing Northeast Ohio’s top executives. This is the fourth straight year Sullivan has been named to this prestigious list. Congratulations, George!? #Smart50 #NortheastOhio #EquityTrustCompany?
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Want to invest in real estate but worried you have enough funds? Discover how to leverage Other People's Money (OPM) to help build your portfolio and better prepare for retirement.?? Check out our blog to learn more – link in comments #RealEstateInvesting #OPM #EquityTrust?
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Congratulations to Samantha Tennant!? We’re proud to announce that Samantha Tennant has earned her Certified Exchange Specialist (CES?) designation, placing her among just 170 individuals nationwide. This achievement strengthens our commitment to providing clients with exceptional assistance in 1031 exchanges and tax-deferred real estate transactions. With Samantha’s new certification, Equity 1031 Exchange now has two CES? Designees on staff – demonstrating our dedication to supporting clients with top-tier service and knowledge. Learn more about Samantha’s achievement and the designation – link in comments #1031exchange #certifiedexchangespecialist #equity1031exchange?
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The 2025 tax brackets are here! Each year, the IRS adjusts tax brackets for inflation, and this year’s changes could affect your taxes. Discover if you’re affected by these updates in our blog. Link in comments #2025taxbrackets #personalfinance #equitytrust?
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If you own rental properties, you should be aware that recent trends in natural disasters may pose a growing threat to your investments. Discover why comprehensive insurance is more crucial than ever for protecting your real estate assets in this guest post from SES Risk Solutions – link in comments. #realestateinvesting #propertyinsurance #equitytrust #sesrisksolutions?
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Get rewarded for sending your clients to Equity 1031 Exchange! With our new incentive program, you receive $225 cash for every successful referral!?? Read all the exciting details and get started now – link in comments. #Equity1031Exchange #1031Exchange?#Referrals
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Planning for your future just got easier! With the Universal IRA, your roadmap to modern retirement planning is clear. Swipe through to see how simple it is to open, fund, and invest in both traditional and alternative assets –all in one IRA. Ready to start your journey? Link in comments #UniversalIRA #Investing #EquityTrust #Retirement
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The IRS has announced 2025 retirement contribution limits and introduced a "super catch-up" option for those aged 60-63. Find out how these updates can impact your financial future and help you achieve your goals. Learn more in our blog – link in comments #2025contributionlimits #iralimits #equitytrust?#catchup
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