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

  • Bitcoin
  • Bitcoin Cash
  • Ethereum
  • Chainlink
  • Litecoin
  • Zcash
  • Steller
  • and more…

Equities, ETFs and Fixed Income

Access to publically traded markets supporting quities, ETFs and fixed income

R

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)

Over 40 Years of Financial Service