HQ Function

Primary corporate operations, strategic decision-making, product development, and main client service hub for self-directed retirement accounts and institutional custody services.

Notable Features:

Modern office complex designed to facilitate collaboration and support a large workforce focused on financial services, technology, and customer support for a national client base.

Work Culture:

Customer-centric and compliance-focused, fostering an environment of expertise in alternative investments and retirement account administration. Emphasis on teamwork, innovation in financial technology, and professional development for employees.

HQ Significance:

Serves as the central nerve center for Equity Trust's nationwide operations, crucial for managing substantial client assets, developing innovative financial products, and ensuring high standards of service for both individual investors and institutional partners.

Values Reflected in HQ: Professionalism, security, innovation, and customer trust are reflected in a secure, technologically advanced, and well-organized office environment designed for efficient operations and client data protection.

Location:

Equity Trust Company primarily serves clients and institutions within the United States. While their self-directed accounts can hold certain internationally-based alternative assets permissible under U.S. regulations, their core operations, regulatory framework, and client base are U.S.-centric. Equity Institutional services are also focused on supporting U.S.-based financial professionals and organizations.

Street Address:

1 Equity Way

City:

Westlake

State/Province:

Ohio

Country:

USA