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AssetLink Management
INVEST IN ALTERNATIVE ASSETS USING AN IRA
 

If you are interested in investing in alternatives and want to learn more about using retirement funds to do so, you've landed in the right place. Equity Institutional Services makes this process simple.

OPEN AN ACCOUNT

 

WHAT IS THE INVESTMENT PROCESS USING A RETIREMENT ACCOUNT?

IT'S A SIMPLE THREE STEP PROCESS:

STEP 1

Open the Self-Directed IRA account with Equity Institutional Services

STEP 2

Fund the account by transfer, rollover, or contribution

STEP 3

Work with a dedicated representative with Equity Trust to fund your investment

WHAT MAKES AN IRA SELF-DIRECTED?

 

When an IRA is referred to as a self-directed account, it simply means you can use the account to invest in areas outside of traditional stocks and bonds. That’s the primary difference between a self-directed and traditional retirement account — where you put those investment dollars.

AssetLink Management

 

We offer investors a unique opportunity in private money lending, focusing on short-term, high-yield real estate loans. Our model is designed to pursue competitive, risk-adjusted returns with an emphasis on investment transparency and risk management.

LEARN MORE

FREQUENTLY ASKED QUESTIONS:

CALL US AT 239-333-1032 OR SEND US YOUR QUESTION BELOW.

 
Can I invest an IRA/401(k) into the offerings made available by AssetLink?
Yes, AssetLink supports ability to invest using self-directed IRA accounts offered by Equity Trust.
 
What types of retirement accounts are offered to invest with AssetLink?
Equity Trust provides all retirement accounts available to an individual: Traditional, Roth, SEP, SIMPLE, Solo-401(k), HSA, which can be used to invest with AssetLink.  Also, you can rollover qualified plans, such as a 401(k), into an IRA for investing on the RegimentXpress platform.  
 
How do can I discuss my situation with a representative?
 You can schedule a time directly with Equity Trust Company to review your retirement account situation and discuss options then next steps.  Click here to schedule a time
 
What are the fees to setup a self-directed IRA to invest with AssetLink?
Equity Trust charges an annual fee of $350 per year to invest a retirement account with AssetLink.

 

 

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ABOUT EQUITY INSTITUTIONAL SERVICES

Equity Institutional Services, an Equity Trust Company, works with investors looking to control their IRA accounts by making their own choices about where to put their money. 

We have been doing this long enough, and we have created a simplified process so you can invest in the opportunities you choose, putting you squarely in control.

 
OPEN YOUR ACCOUNT

GET IN TOUCH

If you have additional questions or want to learn more about setting up a self-directed IRA with Equity Institutional, submit a form or contact me directly.

Brad Janitz

B.Janitz@trustetc.com

(312) 753-6384

Meet with me

 

WHAT QUESTIONS DO YOU HAVE?

 

Equity Trust Company and Midland Trust Company are not affiliated with AssetLink Management. Equity Trust Company and Midland Trust Company are directed custodians and do not provide tax, legal, or investment advice. Any information communicated by Equity Trust Company or Midland Trust Company is for educational purposes only, and should not be construed as tax, legal, or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. 

 

© 2025 Equity Trust All rights reserved.  www.midlandtrust.com