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INVEST IN ALTERNATIVE ASSETS USING AN IRA

If you are interested 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.

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Invest.Green: Democratizing Green Investment

Invest Green was created to provide retail investors access to opportunities which are usually only available to institutions. 

LEARN MORE

FREQUENTLY ASKED QUESTIONS:

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

 

What are the fees for this IRA?

The unique thing about us is that we have a flat fee schedule which can be found here. In broad strokes, there is a $50 fee to open the account and an annual fee of $350.  What many investors appreciate about this fee schedule is that, as the value of the investment increases, fees remain flat whereas traditional fee schedules often take a percentage of the value of the account.

I have a 403b or 401k, can I use those funds to invest with invest.green?

You can Rollover an old employer plan into an IRA. Rollovers are typically done between different types of retirement accounts. (i.e., 401(k) to IRA).

Can I keep my IRA where it is and buy into this offering?

No, you cannot. You need a custodian who handles self-directed IRA accounts. Brokerage houses are set up to accommodate products they know and sell.  Alternative assets like real estate fall outside of what they can accommodate because of the different procedures and documentation involved. 

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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.

Tyler McGee

T.Mcgee@trustetc.com

Meet with me

 

WHAT QUESTIONS DO YOU HAVE?

 

Equity Trust Company and Midland Trust Company are not affiliated with Invest.Green. 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