Equity Trust Company

Last Updated on January 16, 2024 by Ben

Equity Trust Company

Equity Trust Company is a private wealth management company in the United States that offers financial services in the areas of investment, tax, retirement planning, and estate planning. The Equity Capital Markets division provides financing to companies raising equity capital through initial public offerings or other securities issuances. Equity Wealth Management Group manages over $10 billion on behalf of more than 1,200 clients across the country.

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Equity Trust IRA Review:  Everything You Should Know

What are Equity Trusts? (aka ‘share trusts’)

Shared trust is a collection of money from a lot of people. You can invest in shares for this by using your money and the other peoples’. The aim is usually to earn a small amount of income and grow the money with time.

A wide variety of investments are available. Sometimes the name will let you know what the investment is about, for example, Dividend Imputation Trust or Gold Trust. It might also show a specific country or region where the investment goes, such as Resources Trust. There are two different types of shares. There are US shares and European shares. There are many different fund managers, and they provide a list of the specific stocks that they own in a trust.

People who buy units in the trust may sell them back to the fund manager when they make a withdrawal. A unit is a portion of the trust, and its buying and selling price is determined by the value of the assets held adjusted for transaction costs such as brokerage and stamp duty. The value of the shares that are in the trust will change. The price of overseas trust units is based on the value of the shares and movement in international exchange rates. The fund manager picks which shares go into the trust, and they do day-to-day things with it.

What Do Equity Trust Clients Say?

It is important to do your analysis before making a choice. They understand that you want to consider all available information before choosing a self-directed IRA custodian. They have a lot of reasons why they are the best custodian for your account. But you should also listen to what other people think!

Who Owns Equity Trust?

This is a company that is owned by the Desich family. The company has done great work for investors. They have streamlined the investment process with optimized solutions, processes, and services. They have a long-standing history, and their leadership is also very good.

Why Equity Trust?

Many people don’t know that you can use your IRA to invest in a lot of different things. You can put it into real estate, notes, and private equity.

Equity Trust is a company that can help you with your retirement account. If you have a lot of money in your account, they can help you invest it. They have a product called FarmTogether.

Investment Freedom

Equity Trust is a company that helps you with investments. You can make different kinds of investments with them, like stocks or other things.

Innovative Technology

Through myEQUITY, Equity Trust’s industry-leading online account management system, you can make investing easy. You should use it because it is easy to find your account data and because of its intuitive online wizards.

Recognized Leader

Equity Trust is a company with a very good and long history of providing services. They have over 150,000 people who use their services to keep the money that they invest.

Service Excellence

We completed 1.8 million transactions in 2019. We have 400 employees to help you. The company is recognized as an exceptional service provider.

Equity Trust Best Overall Self-Directed IRA Company of 2020

Individuals who have IRAs are looking for a place where they can get better returns and more diversification. They are increasingly turning to self-directed IRAs. That’s because SDIRAs allow investors to own assets other than stocks, bonds, ETFs, and mutual funds. Investors can invest in real estate, closely-held businesses, precious metals, foreign currencies, private loans, cryptocurrencies, and commodities. Investors who are inclined to take on more probability can earn higher returns with these investments.

However, SDIRAs are not for everyone. While they do offer investors more control over their investments, most people don’t have the knowledge to use SDIRAs. Unlike traditional IRAs, which are generally easy to set up and invest in, SDIRAs can be difficult. You need to work with an SDIRA company that has experience and resources for investors.

Equity Trust has been providing IRAs and other financial services for over 37 years. They have 45 years of experience and $29 billion in investments. This makes Equity Trust the best company for IRAs and financial services.

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Equity Trust IRA Investment Options

Real Estate

There are many procedures to invest in real estate. Some of these include stocks, stocks with a value of under $1 million dollars, bonds, CDs, mutual funds, and more. It is possible to hold all of these investments inside a retirement account.

Private Equity Investments

You can put money in these types of investments, except for S corps and general partnerships. This is because the IRS forbids IRAs from buying stocks that are not public.

Precious Metals

Precious metals are rare, which is why they are worth more. They can be bought or sold in different forms. Their value depends on how scarce the metal is, how often people use it for industrial purposes, and whether it is used as a store of wealth.

You can put metals in your retirement account if they meet the minimum fineness requirements.


Currency trading is also called Forex trading. It refers to when someone buys and sells different international currencies for a profit. Arbitrage is when you buy a cheap thing and sell it in a different place for more. Forex investors use this to buy a cheap currency and sell it in another market for more money. It can also be cast off in other contexts, like real estate, sports, or stock investing.

Equity Trust Company Ratings on Consumer Review Sites

The majority of consumers who have utilized the items and services supplied by this firm give it a four or five-star rating. The flexibility in what you can invest in with just one account has been greatly appreciated by most individuals.

Many consumers are also satisfied with the assistance and expert advice they receive from the staff and how professional they are.

Clients who gave a bad review complained about new mortgages, the deposit procedure, and firms that create contracts for Equity Trust Company.

Advantages and Disadvantages of Equity Trust Company


  • Offers many distinctive alternative investments.
  • High reputation firm that has outstanding customer service.
  • This is a safe place for your money. You will get lower fees, and there is no fee for transactions.
  • Has qualified investment advisors.
  • Investors can access free education. They offer things like blogs and guides that teach people about different types of investments.
  • Streamlined processes mean there is less work. You can do most of the procedures online, which means you don’t need to fill out forms.
  • You can start investing in a fund for $1000. That’s the minimum. You can buy more if you want. Some funds let you buy every month, too, and that might be cheaper than buying all at once.
  • If you invest in equity trusts, you will be able to put in a small amount of money and get shares of many companies.
  • Some taxes are easier to pay because they are not taxed. This is called tax-free income.
  • Options are contracts that let investors protect their money. Sometimes, the price of an investment goes up. When the price goes down, the investor may lose their money. But with options, they can either buy or sell an option to protect themselves.
  • You can get your money back by redeeming your points one week after you ask. But it may take up to one month for your money to come.


  • Lacks check writing services.
  • This company doesn’t give personal advice. They don’t make a plan for you, but they advise in general ways.
  • The value of investments in stocks might go up or down. This makes it hefty to know how much to invest.
  • Equity trusts can be risky because there is no guarantee that you will get your money back.
  • This passage is about using futures and options for investment protection. It may increase the trust’s risk, so be careful.
  • You do not get to choose which shares you want.
  • Some equity trusts borrow money to try to earn more. Doing this makes the investment risk much higher.

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Augusta Precious Metals


star rating

Star Rating

Since its inception in 1970, Augusta Precious Metals has been a family-owned and managed business that has sold gold and silver for nearly 50 years. They provide a wealth-building service and offer you a secure retirement. Investors who don’t have a retirement account can establish one at Augusta Precious Metals. Investors may then purchase gold or silver.

The SEC recommends that you diversify your assets. This will aid in the management of financial risk. Representatives from Augusta Precious Metals talk with people who have established a retirement account. This account is made up of gold and other precious metals, and it has the same tax-deferred status as other self-directed IRAs.

American Hartford Gold


4.8 star

Star Rating

The American Hartford Gold Group is a family-managed business that specializes in the sale of gold. You can acquire gold in bars or coins. Gold and silver IRAs are a type of IRA that is distinct from normal IRAs. They let you invest in precious metals. These IRAs also help to diversify your retirement assets.

Gold and other precious metals are available through the American Hartford Gold company. The metal is supplied in coins or bars. A gold IRA is a retirement account that allows you to invest in precious metals without paying taxes.




4.5 star

Star Rating

Goldco is a firm that aims to assist people in their golden years. They may make sure they have money so they will not be impoverished again. Goldco is a firm that enables this to happen. Customers appreciate how they do things, such as their dependability and ethical business practices, according to the Better Business Bureau. They have A+ ratings from the Better Business Bureau and have Triple-A ratings from Business Consumer Alliance because consumers like how they perform tasks.

Goldco is a firm that helps you open and maintains an IRA account, but they specialize in gold and silver IRAs. If you wish to invest in precious metals other than gold or silver, you may do so within these accounts.


Equity Trust Company is a financial services company that enables individual investors to diversify investment portfolios through alternative asset classes. The company provides access to these investments with the goal of helping both individuals and institutions grow their wealth. Consult the staff at Equity Trust Company if you are thinking about an investment in this or any other type of asset class for your portfolio but don’t know where to start.

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