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Our mission is to inspire, educate, and support investors to achieve more.
To better serve our clients in a universal way, we will…
Innovate and anticipate change with agility
Inquire to know more and never stop learning
Provide value beyond the transaction and own the solution
Ignite opportunity through communication and maintain an open mind
Strive to be better tomorrow than we are today
BE BOLD &CREATIVE
Innovate and anticipate change with agility
BE CURIOUS
Inquire to know more and never stop learning
BE INVESTED
Provide value beyond the transaction and own the solution
BE COLLABORATIVE
Ignite opportunity through communication and maintain an open mind
BECOME THE EXPERT
Strive to be better tomorrow than we are today
Equity Trust Company and its affiliates understand the importance of embracing diversity and inclusion to enrich the culture of our workplace. We strive to leverage the benefits of a diverse work environment by understanding and respecting the differences among all associates; thus, optimizing creativity, and allowing our workforce to thrive from one another’s unique perspectives.
We recognize that diversity is not only a reality of our global economy, it is a distinct advantage that we value and welcome. Understanding and respecting the experiences and realities of all associates allows us to broaden our perspectives of our colleagues, our clients, and ourselves. It is our commitment to provide exceptional customer service to our diverse client base by nurturing and retaining a workforce that reflects the world in which we live.
Diversity, Equity, and Inclusion at Equity Trust
Let’s talk about your financial future.
Schedule a one-on-one session with an experienced alternative investment counselor. We’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.
Next Step …Who We Are
1 Equity Way|Westlake, OH 44145
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© 2026 Equity Trust®. All rights reserved.
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. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 03/31/2026.
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Why Equity Trust
Client Resources
Self-Directed Accounts
Investment Types
Education
Why Equity Trust
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Subscribe to our newsletter:
Terms of Use|Privacy Policy|Site Map
© 2026 Equity Trust®. All rights reserved.
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. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 03/31/2026.