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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 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.

With a self-directed IRA or 401(k), you can invest in a variety of areas, including real estate. Real estate can be a profitable, rewarding way to grow your self-directed account and potentially help you achieve your dreams faster.

 

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
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WHO IS VESTCAPITAL?

 
We are a technology-driven real estate private equity investment and development firm that acquires, manages and sells a diversified portfolio of assets. Our business model is transforming commercial real estate investing by providing a platform where investors may directly access institutional-quality assets and build wealth passively.
 
OPEN YOUR ACCOUNT

FREQUENTLY ASKED QUESTIONS:

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

 

If I like the investment and I want to use IRA money, what do I do first?

If you want to invest, you open your account and move funds from your current custodian to us. We make this process as smooth and easy as we can. Once we have the funds, you instruct us to invest on behalf of your IRA. 

 

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

If you want to invest, you open your account and move funds from your current custodian to us. We make this process as smooth and easy as we can. Once we have the funds, you instruct us to invest on behalf of your IRA.

 

How much does it cost?

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.

 
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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.

Paul Herbes

p.herbes@trustetc.com

(605) 799-8620

Meet with me

 

WHAT QUESTIONS DO YOU HAVE?

 

Equity Trust Company and Midland Trust Company are not affiliated with VestCapital. 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. 

 

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