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
  • Equities, ETFs, and Fixed Income
R

Qualified Custodian

Taxable & Tax-Deferred Accounts

Consolidated Statements & Tax Reporting

Strength of Equity Trust Company

$25 Billion
(Custody and Administration)

170,000 Accounts
(Custody and Administration)

Over 40 Years of Financial Service