Equity Institutio‚Äčnal

Equity Institutional services institutional clients of Equity Trust Company. With headquarters in Westlake, Ohio, Equity Trust has been an industry leader in providing alternative investment custodial services to brokers, advisors and sponsors, with billions in assets under custody and administration.

For years, we’ve worked to simplify investment professionals' ability to diversify client portfolios with non-traditional investments like:

  • Public limited partnerships or LLCs
  • Precious metals
  • Private Equity/Private Debt
  • Residential & Commercial Real Estate
  • Hedge Funds
  • Oil and Gas, Renewable Energy
  • And much more

Equity Trust is an independent trust company and does not offer tax, legal, or investment advice, nor does it offer or sponsor any proprietary investment products. Equity Trust offers an “open architect” approach to investment choices and does not offer, solicit, or endorse any investment products or strategies.

Equity Trust Company is a state chartered, non-depository South Dakota trust company. Additionally, the company's financial statements are audited annually by a qualified independent third party.

The Equity Trust family of companies offers a wide spectrum of products to meet the service needs for clients across the country, including customized custodial, administrative and trustee solutions for individuals, broker-dealers, registered investment advisory firms, clearing firms and foundations. We manage four operational centers, staffed with the knowledge to service clients of our retail and institutional business lines, as well as our affiliate companies, Equity Advisor Solutions and ETC Brokerage Services.