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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 Trust Company

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 the ability to invest using self-directed IRA accounts.
 
What types of retirement accounts are offered to invest with AssetLink?
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 I get started? 

Contact Equity Trust Company to speak with a representative. 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 delivers dedicated support and administrative solutions tailored to the institutional clients of Equity Trust Company. We work  with investors who want greater control over their IRA accounts—empowering them to make their own decisions about where and how to invest.

With over 50 years in business , we’ve streamlined the process to make investing more efficient and accessible, so you can confidently pursue the opportunities you choose while staying fully in control of your financial future.

 
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 Trust Company, submit a form or contact me directly.

Brad Janitz

B.Janitz@trustetc.com

(312) 753-6384

Meet with me

 

WHAT QUESTIONS DO YOU HAVE?

AssetLink Management is not an affiliate of Equity Trust Company. Opinions or ideas expressed by AssetLink Management, their affiliates, and employees are not necessarily those of Equity Trust Company nor do they reflect their views or endorsement. Equity Institutional Services provides dedicated support and administrative solutions for institutional clients of Equity Trust Company. Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity 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.

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