HQ Function

Served as the central corporate office, housing executive leadership, administrative functions, client relations management, and strategic operations for its self-directed IRA and alternative asset custody services.

Notable Features:

A modern office campus designed to support a significant workforce and sophisticated financial service operations. The facility was equipped with technology and infrastructure to handle secure client data and transactions.

Work Culture:

The work culture at Equity Trust Company was generally described as client-focused, professional, and emphasizing expertise in the complex field of self-directed retirement accounts and alternative investments. There was a strong focus on compliance and regulatory adherence, given the nature of the financial services industry.

HQ Significance:

The Westlake headquarters was significant as the nerve center for one of the largest self-directed IRA custodians in the United States, playing a key role in the company's growth and its impact on the alternative investing landscape for individual investors.

Values Reflected in HQ: The headquarters aimed to reflect values of trust, security, professionalism, and innovation in financial services, essential for a custodian of retirement assets.

Location:

Equity Trust Company's operations were predominantly U.S.-based, catering to American investors and retirement accounts governed by U.S. regulations. While clients could hold certain international assets within their self-directed accounts (subject to IRS rules and custodial acceptance), the company's direct operational footprint, customer service, and support functions were centered in the United States. It did not maintain physical offices or direct operational entities internationally.

Street Address:

1 Equity Way

City:

Westlake

State/Province:

Ohio

Country:

USA