Equity Trust Company

Over 34 Years of Experience in Providing Custodial Services for Self Directed IRAs and Small Business Retirement Plans

Equity Trust Company is a non-depository trust chartered by the South Dakota Banking Commission. As a trust company, Equity Trust can provide its clients with a wide array of trust services, including serving as an IRA custodian and as a trustee for individuals, corporations, institutions and employee benefit, stock ownership and retirement plans.

Equity Trust, being domiciled in the state of South Dakota, allows clients to establish trusts under South Dakota law and benefit from the favorable trust laws in that state. South Dakota was chosen because of its pro-business trust and banking laws. South Dakota is the only state in which non-residents can establish a trust that exists in perpetuity; and income received from investments in a South Dakota trust are exempt from state and city income taxes (except for South Dakota residents). Many large corporations have chosen to charter trust companies in South Dakota, most notably Citigroup.

The staff at Equity Trust Company is comprised of professionals who have considerable knowledge and experience in administering IRAs and other retirement plans and are proud of our reputation as a truly client-oriented company.

Our company is housed in a new state-of-the-art, 16,000 square ft. processing facility located 20 miles west of Cleveland, Ohio.

Equity Trust Company and its affiliated companies remain committed to the same core values that have helped our clients for more than thirty-two years. These core values consist of:

• Enabling clients to choose self directed investments in areas where they believe they have sufficient knowledge and expertise.
• Providing education that will allow clients to better prepare for their future.
• Providing outstanding client service at a reasonable price.