Equity Institutional Email Format

Financial ServicesOhio, United States201-500 Employees

Equity Institutional, which operates through Equity Trust Company, provides custodial services for IRAs, qualified retirement plans, and non-qualified accounts that cover both traditional and alternative assets. Its services target financial professionals, including RIAs, registered reps, broker-dealers, investment sponsors, and precious metals dealers, enabling them to custody and administer a diverse range of assets. The company is based in Westlake, Ohio, and positions itself within the financial services industry.

Equity Trust Company is noted as one of the oldest and largest custodians of alternative assets, with more than 300,000 accounts under administration and custody totaling over $30 billion. Its client offerings span assets such as REITs, private equity and debt, hedge funds, various precious metals, real estate, and other non-traditional investments, in addition to traditional holdings within retirement accounts. The overall objective is to simplify access to alternatives to support diversification for clients and their financial professionals.

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