ABOUT

About Equity Advisor Solutions

Equity Advisor Solutions provides custom technology and back-office solutions to Registered Investment Advisors and Broker Dealers. Our open-architecture structure allows advisors to custody their client assets on one custodial platform with a customized client portal, mobile app, billing support, performance reporting capabilities and other back-office solutions.

Why Equity Advisor Solutions?

For over a decade, Equity Advisor Solutions has been changing the way advisors think about choosing a custodian by offering far more than just custodial service. When you work with EAS, we work side by side in growing your business and better serving your clients.

Personalized service and access to executives

EAS provides boutique level service and direct access to our leadership team that has deep industry expertise and a passion for helping you grow your business.

Freedom to run your business the way you want

We understand what it means to be truly independent and we’ve designed our offering specifically to give advisors the freedom to choose the solutions that best meet their needs, letting advisors focus on what they do best – taking care of clients.

Time-saving tools to increase efficiency

We offer industry-leading technology and a platform where you can custody all assets in one place, enabling you to consolidate systems, reduce technology expenses, and streamline your back office.

The confidence of working with a company that values you

EAS does not offer any retail or proprietary investment products, and does not provide any investment, tax, or legal advice. In other words, we will never compete for your clients.

Custom Solutions Across the Advisor Landscape

Wherever your company is in the business cycle – going independent, acquiring or merging with another practice, or just looking for a stable home to custody client assets in a rapidly changing custody landscape – we have custom solutions to help you succeed. Learn more about Who We Serve.

CUSTODY

We understand time is money, so we provide a seamless all-in-one custody solution to make your day-to-day more efficient. Manage all assets on a single platform including:

• Mutual funds
• Equities, ETFs, and fixed income
• Alternative investments
• Cryptocurrency

TECHNOLOGY

EAS partners with leading technology providers to offer our advisors quality solutions while keeping costs low.

• Private labeled client portal
• Data and reporting
• Cutting edge trading technology
• Systems consolidation and integration

ADVISOR SUPPORT

Every EAS client gets a dedicated Relationship Manager that gets to know you and your business.

• Transition support

• Dedicated Relationship Manager
• Client service model consultation
• Automated client billing

The Equity Family

Equity Trust Company evolved from a predecessor brokerage firm, which started in 1974, to a financial services company today serving approximately 238,000 accounts, representing nearly $39 billion in assets under custody and administration.

Bringing together industry experts, Equity Advisor Solutions was launched in 2010 with the goal of changing the way advisors look at their custodian by offering more than just custodial services. In addition, Equity does not offer any retail or proprietary investment products and does not provide any investment, tax, or legal advice. In other words, we will never compete for your clients.

Strength of Equity Trust Company

$38 Billion
(Custody and Administration)

(As of July 2022)

238,000 Accounts
(Custody and Administration)

(As of July 2022)

Over 45 Years of Financial Service

Growth

Equity Advisor Solutions is an affiliate of Equity Trust and part of the Equity Family. Equity Trust Company was formed in 2003 and acquired assets and business from Sterling Trust and Trust Administration Services in 2009 and 2010. The company continued to expand with further acquisitions of Principal Trust of Delaware in 2014 and American Pension Services in 2015. Equity Trust services 238,000 accounts in all 50 states with nearly $39 billion in assets under custody (as of July 2022) and offices in Ohio, Colorado, and South Dakota.

Truly Independent

As an independent trust company, Equity Trust offers a truly “open architect” approach to investment choices. We do not offer, solicit, or endorse any investment products or strategies and we do not offer investment advice or any proprietary investment products. We only process transactions at the instruction of our clients or their designated financial advisors.

Regulatory Oversight

Operating as a trust company under authority granted by the State of South Dakota, Equity Trust is a state regulated financial institution. South Dakota law mandates regular examinations of trust companies performed by state examiners. Equity Trust meets all state trust company capital requirements and is required to comply with all applicable state statutes and regulations mandated by the South Dakota Division of Banking. Equity Trust’s broker-dealer affiliate, ETC Brokerage Services is a member of the Financial Industry Regulatory Authority (FINRA) and registered with the Securities and Exchange Commission (SEC). Client-directed brokerage transactions that are affected through the trust company’s broker-dealer affiliate are unsolicited.

Protection and Security

 

Equity and its Affiliated Companies Comprise the Equity Family 

They specialize in custody, advisor services, alternative assets, and facilitating brokerage transactions.

Equity Trust Company enables individual investors to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals.

To learn more, click here.

Equity Institutional offers IRAs, retirement and non-retirement custodial accounts for alternative and traditional assets. We service Registered Investment Advisors, registered representatives, broker-dealers, investment sponsors, precious metals dealers and other financial professionals.

To learn more, click here.

ETC Brokerage Services is a broker-dealer that provides brokerage services to Equity Trust clients, enabling clients to invest in the stock market through their Equity Trust account.

To learn more, click here.

Learn More About Working with Equity Advisor Solutions:

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