CUSTODY
Manage All Client Assets, Including Alternative Investments, On ONE Custodial Platform
(Custody by Equity Trust Company)
- Alternative Investments
- Real Estate
- Hedge Funds
- REITs
- Private Placements
- Precious Metals
- More…
- Mutual Funds
- Over 19,000 funds
- More than 9,000 NTF funds
- 600 fund families
- Interval Funds
- All major share classes including institutional shares
- No custodian imposed short term redemption fees
- Cryptocurrency
- Equities, ETFs, and Fixed Income
Qualified Custodian
Taxable & Tax-Deferred Accounts
Consolidated Statements & Tax Reporting
Strength of Equity Trust Company
$34 Billion
(Custody and Administration)
210,000 Accounts
(Custody and Administration)