Shelly Wood

Operations Associate at Equity Institutional - Westlake, OH, US

Shelly Wood's Colleagues at Equity Institutional
Kurt DeVries

National Business Development Manager

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Anne Meehan

Operations Associate

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Ron Luca

Business Development

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Equity Institutional
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Equity Institutional logo, Equity Institutional contact details

Equity Institutional

Westlake, OH, US • 250 - 499 Employees
Financial Services

Equity Institutional (through Equity Trust Company) offers IRAs, qualified retirement plans and non-qualified custodial accounts for alternative and traditional assets. We service RIAs, registered reps, broker-dealers, investment sponsors, precious metals dealers and other financial professionals. Equity Trust Company is one of the oldest and largest custodians of alternative assets. We have more than $25 billion under custody and administration. Our goal is to make alternative investing easy so that your clients can achieve the diversification they are seeking. In addition to traditional asset categories you can hold in IRAs, Qualified- and Non-Qualified Retirement Plans, you can also hold a wide array of alternative investments such as: · Real Estate Investment Trusts (REITs)· Private Equity/Private Debt· Public Entities (LPs, LLCs)· Hedge Funds· Gold, Silver, Platinum and Palladium (which meet minimum fineness requirements)· Oil and Gas· Residential and Commercial Real Estate· Undeveloped or Raw Land· Promissory Notes and Corporate Debt· Managed Futures, FOREX· Tax Lien Certificates· And much more For more information, please visit www.EquityInstitutional.com.Equity Institutional Sales: 855-871-ALTS (2587) | EISales@equityinstitutional.comDisclosure: Equity Institutional services institutional clients of Equity Trust Company. Equity Trust Company is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Institutional is for educational purposes only and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with a licensed investment, legal, tax or accounting professional.

Custody of Alternative Assets Alternative Investments Advisor Services Tax-Advantaged Investing Precious Metals UBIT Private Equity/Debt IRA Real Estate IRA Alternative Investing Education DOL Fiduciary Rule Qualified Plans Directed Trustee Services
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