Equity Institutio‚Äčnal

Equity Institutional services institutional clients of Equity Trust Company. With headquarters in Westlake, Ohio, Equity Trust has been the industry leader in providing alternative investment custodial services to brokers, advisors and sponsors, with more than $12B in assets under custody and/or administration.

For decades, we’ve been making it easier for investment professionals to diversify client portfolios with non-traditional investments like:

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

Equity Trust is an independent trust company and does not offer investment advice, nor does it offer or sponsor any proprietary investment products. It only processes transactions at the instruction of its clients or their designated financial advisors. Equity Trust offers a truly “open architect” approach to investment choices and does not offer, solicit, or endorse any investment products or strategies.

Equity Trust's predecessor company was a registered broker-dealer, formed in 1974 by Chairman and Founder, Richard Design, Sr. In 1983, the firm became qualified to serve as a non-bank IRA Custodian. In 2003, Equity Trust Company was formed and obtained its state trust charter from the South Dakota Division of Banking, futher expanding its service offerings to clients. In 2009, Equity Trust acquired substantially all of the assets and business of Sterling Trust and in 2010 Equity Trust acquired the accounts of Trust Administration Services. In January of 2015, they acquired the Directed Trustee Services business of Principal Trust Company. With offices in four states (Ohio, Delaware, Colorado and South Dakota), Equity Trust provides services to more than 200,000 individuals, hundreds of the nation’s largest financial institutions and thousands of financial services professionals. 

Compliance, safety, and security are high priorities for all of Equity Trust’s business lines. Equity Trust Company is a state chartered, non depository South Dakota trust company and complies with all of the statutes and regulations of South Dakota. Additionally, Cohen & Company, Certified Public Accountants, audit the company’s financial statements and internal control environment annually.

The Equity Trust business lines and family of companies offers a wide spectrum of products and meets 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 successfully manage four operational centers, staffed with the expertise to service clients of our retail and institutional business lines, as well as our affiliate companies, Equity Advisor Solutions and ETC Brokerage Services.