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