How Will Accounts be Serviced?
Equity Institutional: the new standard in Relationship Management
Equity Institutional has a unique model. We cater to financial professionals that would like to offer their clients alternative investments in a retirement account. Equity Institutional services IRAs, qualified retirement plans and nonqualified custodial accounts for non-traditional and traditional assets. We also provide an institutional business model and a personal relationship manager for RIAs, Broker/Dealers or Investment Sponsors that have ongoing business with us.
Equity is here exclusively to serve you, not compete for your clients
At Equity Institutional, we will never try to take your clients from you by offering competing products or services. Equity Institutional does not offer any retail or proprietary investment products and does not provide investment, tax or legal advice.