Leader in Self-Directed IRAs for Private Equity

Investing in private equity through Individual Retirement Accounts (IRAs) has gained popularity among savvy investors seeking to diversify their portfolios. However, not all IRA custodians are created equal when it comes to accommodating private equity investments. Equity Trust, formerly Midland Trust, was recognized as the Best IRA Custodian for Private Equity by Forbes, and there are a few key areas of focus that we believe are contributing factors to our success. Let’s explore why we stand out as the best IRA custodian for private equity, highlighting our exceptional services, experience, and commitment to customer support.

1. Expertise and Experience:

We boast a wealth of experience in handling alternative investments within IRAs, including private equity. With a tenured team and many years of expertise under our belts, Equity Trust has honed its understanding of the nuances, complex investment structures, legal regulations, and reporting requirements unique to private equity holdings. We not only understand the desires of the private equity investor, but we’re highly sensitive to and understand the needs of the issuer, which is often overlooked in our industry. Together, this expertise ensures seamless management of your private equity investments.

2. Ease of Account Onboarding:

Setting up an investment for custody can seem like a daunting process for any issuer. For the client, opening a self-directed IRA can be just as intimidating. We streamline both processes, making it hassle-free for fund managers and their investors. New investments are onboarded within only 24-48 hours, and we can provide a custom application and landing page for each fund, creating a seamless experience for investors. Our dedicated team of experts guide clients through every step, from account creation to ongoing maintenance.

3. Dedicated Customer Support:

As a trusted IRA custodian, Equity Trust places a strong emphasis on personalized customer support. Our team of knowledgeable professionals is all in-house, and readily available to address any queries or concerns, providing real-time assistance to investors. Our company size allows us to take an individual approach to each and every investment and client, while still servicing customers with the utmost efficiency. 

4. Fee Schedule:

Our fee structure is straightforward, with no hidden charges. Private equity investors covet and highly desire our fixed, flat fees. This is because they’re typically investing high dollar amounts that can generate significant returns, and our pricing won’t increase as a result. Additionally, it allows investors to better calculate costs knowing there won't be variables that change with the investment size. When it comes to fees, our level of transparency fosters a trustworthy partnership, assuring investors that your financial interests are always at the forefront.

5. Use of Technology:

Modern investors expect convenient access to their investment information, and Equity Trust delivers. We offer a user-friendly online portal to provide real-time updates on account balances and transaction history. We use technology to enhance the overall customer experience and simplify the process for our clients. However, what makes us truly unique is we have embraced technology to elevate our service but have kept a human element to ensure consistent quality control and to deliver meaningful personal contact that customers still desire. Behind our technology is a team of humans ready to assist.

For investors seeking to capitalize on the potential of private equity within their retirement accounts, Equity Trust emerges as the premier choice for a custodian. Through our expertise, technology, top-notch customer support, and desired fee schedule, we empower investors to unlock new opportunities and build a diversified portfolio. Trusting us with your IRA can set you on a path toward financial success and security in the dynamic world of private equity investing.