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
Qualified Custodian
Taxable & Tax-Deferred Accounts
Consolidated Statements & Tax Reporting
Strength of Equity Trust Company
$39 Billion
(Custody and Administration)
238,000 Accounts
(Custody and Administration)