WELCOME, MID ATLANTIC
Invest in Alternative Assets Using Your IRA
Equity Trust is a self-directed IRA custodian that helps investors use tax-advantaged retirement accounts to invest in real estate, private equity, private lending, and more.
About Mid Atlantic
Mid Atlantic is a conservative secured debt fund that pays investors interest on a monthly basis. Investors earn exponentially higher returns compared to bonds, CDs, or savings accounts. The Fund’s investment objective is to provide high current income to beat inflation while seeking to preserve shareholders’ capital through investment in a professionally managed portfolio of income-producing secured debt obligations. The Fund originates or purchases debt obligations in a range of sectors. All the obligations are secured with tangible collateral, primarily real estate.
Why Consider a Self-Directed IRA?
A self-directed IRA offers the same tax advantages as traditional IRAs — with greater investment flexibility. It simply expands what your retirement dollars can invest in.
With a self-directed IRA, you can:
Access Alternative Investments
Invest in real estate, private equity, private debt, and other private market opportunities not available through traditional brokerages.
Diversify Beyond Public Markets
Diversify beyond stocks and mutual funds with real assets and private investments
Freedom to Choose Your Investments
Invest in what you understand rather than being limited to a brokerage’s preset menu
Tax-Advantaged Growth
Maintain tax-deferred or tax-free growth potential, depending on your IRA type
Access Alternative Investments
Invest in real estate, private equity, private debt, and other private market opportunities not available through traditional brokerages.
Diversify Beyond Public Markets
Diversify beyond stocks and mutual funds with real assets and private investments
Freedom to Choose Your Investments
Invest in what you understand rather than being limited to a brokerage’s preset menu
Tax-Advantaged Growth
Maintain tax-deferred or tax-free growth potential, depending on your IRA type
A self-directed IRA simply expands what your retirement dollars can invest in.
Why Consider a Self-Directed IRA?
A self-directed IRA offers the same tax advantages as traditional IRAs — with greater investment flexibility.
With a self-directed IRA, you can:
Access alternative investments such as real estate, private equity, private debt, and other private market opportunities
Diversify beyond stocks and mutual funds with real assets and private investments
Invest in what you understand rather than being limited to a brokerage’s preset menu
Invest in what you understand rather than being limited to a brokerage’s preset menu
A self-directed IRA simply expands what your retirement dollars can invest in.
The Investment Process
Using retirement funds to invest in alternatives is straightforward—especially when investing in a fund with an Equity Trust Sponsor already on our platform, where the experience is designed to be streamlined and efficient.
Open an Equity Trust Account
Open a self-directed IRA with Equity Trust
Fund Your Account
Move funds into your new account through:
Transfer from an existing IRA
Rollover from a former employer plan (401(k), 403(b), etc.)
New annual contribution (if eligible)
Direct Your Investment
Once your account is funded, you instruct Equity Trust to invest your IRA funds into the offering. We handle the transaction processing and custody of the asset on behalf of your IRA.
Open an Equity Trust Account
Open a self-directed IRA with Equity Trust
Fund Your Account
Move funds into your new account through:
Transfer from an existing IRA
Rollover from a former employer plan (401(k), 403(b), etc.)
New annual contribution (if eligible)
Direct Your Investment
Once your account is funded, you instruct Equity Trust to invest your IRA funds into the offering. We handle the transaction processing and custody of the asset on behalf of your IRA.
What Does It Cost?
Equity Trust offers a flat-fee pricing structure.
$50
One-time account opening fee
$350
Annual account maintenance fee
Unlike percentage-based fee models, our fees do not increase as your investment value grows — something many alternative investors appreciate.
DESIGNED FOR YOU
What Makes This Equity Trust Account Unique?
Our self-directed IRA is ideal for investors referred by an investment sponsor or asset manager.
Because your investment opportunity is already established with Equity Trust, the structure streamlines the account opening and investment process.
This allows you to:
Open your account efficiently
Fund it easily
Invest directly into the sponsor's offering
FEE SCHEDULE
What Does It Cost?
Equity Trust offers a flat-fee pricing structure.
$50 one-time account opening fee
$350 annual account maintenance fee
Unlike percentage-based fee models, our fees do not increase as your investment value grows — something many alternative investors appreciate.
ABOUT US
Why Equity Trust?
Equity Trust helps individuals use their retirement accounts to invest in alternative investments such as real estate, private equity, and lending. As your custodian, we provide the tools and support to make that process secure and straightforward.
Over 50 years of experience in the financial services industry
Custodian and administrator for more than 359,000 accounts nationwide
A secure online platform to manage your IRA and investments
Dedicated support for account setup, funding, and transactions
Ready to Get Started?
Opening your Equity Trust account is the first step toward investing your retirement funds in alternative assets.
Frequently Asked Questions
If I want to invest using IRA funds, what do I do first?
You open an Equity Trust account and transfer or roll over funds from your current retirement account. Once your account is funded, you direct us to complete the investment.
Can I keep my IRA at my current brokerage and invest?
No. Most traditional brokerage firms limit investments to publicly traded securities and products on their platform.
To invest in alternative assets like real estate or private offerings, you need a custodian that supports self-directed IRA investing — such as Equity Trust.
What Does It Cost?
Equity Trust offers a flat-fee pricing structure.
$50 one-time account opening fee
$350 annual account maintenance fee
Unlike percentage-based fee models, our fees do not increase as your investment value grows — something many alternative investors appreciate.
HAVE QUESTIONS?
Submit the form and we’ll reach
out to you
out to you
If you'd like to learn more about setting up an Equity One account, we're here to help.
Name
Paul Herbes
Email
p.herbes@trustetc.com
Contact Number
(605) 799-8620
Paul Herbes
p.herbes@trustetc.com
(605) 799-8620
HAVE QUESTIONS?
Submit the form and we’ll reach out to you
If you'd like to learn more about setting up an Equity One account, we're here to help.
Name
Paul Herbes
Email
p.herbes@trustetc.com
Contact Number
(605) 799-8620
Paul Herbes
p.herbes@trustetc.com | (605) 799-8620
HAVE QUESTIONS?
Submit the form and we’ll reach out to you
Name
Paul Herbes
Email
p.herbes@trustetc.com
Contact Number
(605) 799-8620
Contact Information
If you'd like to learn more about setting up an Equity One account, we're here to help.
Paul Herbes
Equity Institutional Services
Phone
(605) 799-8620
Email
p.herbes@trustetc.com
HAVE QUESTIONS?
We're Here to Help
If you'd like to learn more about setting up an Equity One account, reach out directly or submit the form and we'll be in touch.
Paul Herbes
Equity Institutional Services
Phone
(605) 799-8620
Email
p.herbes@trustetc.com
HAVE QUESTIONS?
We're Here to Help
If you'd like to learn more about setting up an Equity Trust account, reach out directly or submit the form and we'll be in touch.
Rita Woods
Equity Institutional Services
Phone
(312) 753‑6385
Email
r.woods@trustetc.com
Paul Herbes
Equity Institutional Services
Phone
(605) 799-8620
Email
p.herbes@trustetc.com
Equity Institutional Services provides dedicated support and administrative solutions for institutional clients of Equity Trust Company. 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.
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