- Service Name
Universal IRA
- Industry
Financial Services, Retirement Accounts, Self-Directed IRAs, Alternative Investments
- Main Value Proposition
The Universal IRA offers true investment freedom by allowing users to invest in a variety of asset classes all within a single retirement account.
- Description
The Universal IRA from Equity Trust allows users to manage both traditional and alternative investments from a single platform. It provides a comprehensive solution for individual investors looking to diversify their portfolios through self-directed retirement accounts.
- Key Features
Manage traditional and alternative investments in one IRA; Access to a wide range of investment types including real estate, cryptocurrency, and precious metals; Dedicated support from knowledgeable IRA counselors; User-friendly platform for easy account management and investment tracking
- Use Cases
The Universal IRA is most valuable for individual investors looking to diversify their retirement portfolios, financial professionals advising clients on investment strategies, and those interested in alternative investments like real estate and cryptocurrency.
- Competitive advantages
Over 50 years of experience in the financial services industry; A large number of accounts and assets under custody, indicating trust and reliability; Comprehensive resources and tools for investors, including an Investment District for finding opportunities
- Strengths
Equity Trust's strengths include its extensive experience, a wide range of investment options, a strong customer service focus, and a proven track record of managing substantial assets.
- Positioning
Equity Trust positions itself as a leader in self-directed IRAs, emphasizing its extensive experience and comprehensive service offerings.
- Audience
The target users include individual investors, financial professionals, real estate and legal professionals, and cryptocurrency providers.
- CTA
Schedule a Discovery Call
- Tags
Self-Directed IRA
Universal IRA
Alternative Investments
Investment Freedom
- Tagline
Experience Modern Investing. All in One IRA.
- Tone of Voice
Professional, informative, supportive
- Differentiation
Equity Trust stands out in the market by providing a unique combination of traditional and alternative investment options under one custodian, along with a strong emphasis on customer support and education.
- Brand Positioning
Equity Trust Company is identified as a trusted custodian for self-directed retirement accounts, focusing on innovation and client education.
- Founded
1974-01-01
- Founders
Dick Desich
Jeff Desich