Empowering financial freedom through education and control.
Who We Are
Equity Trust Company empowers individuals to take control of their financial destinies through self-directed retirement accounts and other investment solutions. Founded on the principles of transparency, accessibility, and exceptional guidance, we partner with clients to achieve their financial goals and build wealth through personalized investment strategies.
Our Mission
Our mission is to simplify the process of investing and managing your wealth through:
- Empowering individuals with education, resources, and personalized support to navigate the complexities of self-directed investing.
- Providing a robust platform with secure online access, cutting-edge technology, and seamless online account management.
- Offering a diverse range of investment options to cater to individual needs, risk tolerance, and financial goals.
Our Expertise
Equity Trust Company specializes in:
Self-Directed IRAs
- Traditional IRA
- Roth IRA
- CESA
- HSA
Business Solutions
- Retirement Services for RIAs and Broker Dealers
- 1031 Exchange
- Precious Metals Trading
- Crowdfunding & Private Equity Platforms
Our Approach
We believe in a collaborative approach to wealth management, working closely with clients to:
- Develop personalized investment plans based on individual circumstances and goals.
- Provide ongoing guidance and support through dedicated IRA Counselors.
- Offer resources and educational materials to empower clients for successful self-directed investing.
Our Commitment
Equity Trust Company is committed to:
- Transparency: We provide clear and accessible information about our fees, services, and investment options.
- Security: We prioritize robust security measures to protect client data and assets.
- Customer Service: We prioritize attentive and personalized support to ensure a seamless and seamless client experience.
Why choose Equity Trust Company?
With Equity Trust, you get:
- A dedicated team of experienced professionals
- Personalized investment solutions
- Cutting-edge technology and resources
- Transparent and competitive fees
- Superior customer service and support
Issues with Deposits and Customer Service
Several reviewers have reported difficulties with deposits and customer service. Chris Murray and Nathan Doerr both experienced issues with deposits not being received, and Chris had to wait multiple days for someone to return his calls. Nathan also felt frustrated that he had to wait for his account to receive deposits, which was affecting his ability to make rent payments on time.
Difficulty with Transactions and Fees
Cory D. and Mike C. both reported issues with transactions taking weeks to process, including moving money from one Equity Trust account to another and processing dividend payments. Cory also mentioned that it takes weeks to open and close accounts, and that there are high fees involved. Mike C. felt that the company's paper-based processes made it difficult to manage multiple properties, and that they lack a basic understanding of how rental property management works.
Positive Reviews
On the other hand, some reviewers have had positive experiences with Equity Trust. Anup Desai praised the company's knowledgeable staff, while Ben Baker appreciated the competent and friendly service he received. Phil Clements, Mike Bernard, Richard Southwell, and Keith Minton all gave the company 5-star reviews, praising their excellent service, ease of use, and ability to help them achieve their financial goals.
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