— George Sullivan, CEO of Equity Trust
WESTLAKE, OH, USA, August 7, 2023/EINPresswire.com/ — Equity Trust Firm, a number one custodian of self-directed IRAs, has efficiently acquired Midland Trust, a extremely revered self-directed IRA firm based mostly in Fort Myers, Fla. This strategic transfer additional strengthens Equity Trust’s place as a premier supplier of self-directed IRA and different asset custody options.
With this acquisition, Equity Trust will leverage the mixed experience and assets of each organizations to supply purchasers enhanced providers and assist. The transaction brings collectively two trusted manufacturers recognized for his or her dedication to innovation, professionalism, and wonderful customer support.
“We’re thrilled to welcome Midland Trust’s purchasers and staff to the Equity household,” stated George Sullivan, CEO of Equity Trust. “This acquisition aligns completely with our technique to supply the highest-quality merchandise and providers to our clients whereas enabling them to maximise their retirement financial savings. We’re excited to hitch forces with the gifted, customer-focused staff of Midland to ship a world-class expertise.”
Midland Trust has constructed a powerful repute for its complete self-directed IRA custodial providers, serving a various shopper base throughout the US. Its skilled staff and dedication to distinctive service align seamlessly with Equity Trust’s core values, making this acquisition a pure match.
Equity Trust is a trusted companion for people searching for to self-direct their retirement investments, providing entry to a variety of funding choices equivalent to actual property, personal fairness, and treasured metals. This acquisition will additional broaden Equity Trust’s capabilities, enabling purchasers to have much more flexibility and management over their retirement financial savings.
The acquisition additionally expands Equity Trust’s bodily presence. Midland Trust’s places of work in Chicago and Fort Myers, Fla., will add to Equity Trust’s present places of work, and its Sioux Falls, S.D., workplace will add to the corporate’s presence there.
“Our purchasers will profit enormously from this partnership,” stated Dave Owens, CEO of Midland Trust. “Equity Trust’s intensive assets will present further alternatives for our staff and permit us to supply a fair higher expertise and extra strong options to our valued clients. We’re excited concerning the potentialities that lie forward.”
Equity Trust and Midland Trust are dedicated to making sure a easy transition for purchasers and sustaining the excessive requirements of service they’ve come to anticipate. Purchasers can relaxation assured that their accounts and belongings will proceed to be managed with the identical degree of professionalism and care.
For extra details about Equity Trust and its providers, go to www.trustetc.com.
About Equity Trust Firm
Equity Trust Firm is a monetary providers firm that allows particular person traders and monetary professionals to diversify funding portfolios utilizing different asset lessons equivalent to actual property, tax liens, personal fairness, cryptocurrency, and treasured metals. Equity Trust Firm advanced from a predecessor brokerage agency based in 1974, to a directed custodian immediately with greater than $37 billion in belongings (as of 6/30/23). For extra info, go to trustetc.com.
About Midland Trust
Midland Trust is a well-established supplier of self-directed IRA and custodial providers, serving purchasers nationwide. With a repute for excellence, Midland Trust provides complete options that permit traders to take management of their retirement financial savings and put money into a variety of different belongings.
Casey Roberts
Equity Trust Firm
c.roberts@trustetc.com
