Advanta IRA Competitors

Cambridge Trust has merged with Eastern Bank. Together, we have created Greater Boston’s leading local bank and the largest bank- owned independent investment advisor in Massachusetts with a comprehensive suite of banking and wealth services management services. Each of our clients has a dedicated private banker who understands their needs and priorities and provides direct access to wealth management expertise. We have a legacy of financial strength and credibility, always staying true to our core value of doing what’s in the best interest of our clients. Our aim is to deliver the most important return of all – trust. Investments are not FDIC Insured • May Lose Value • Not Bank Guaranteed • Not a Deposit • Not Insured By Any Government Agency © 2024 Cambridge Trust Wealth Management, a division of Eastern Bank. All Rights Reserved.

Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Equity Trust Company (or its affiliates) offers custodial services for alternative investments, investment in alternative assets with individual retirement accounts, back-office solutions for RIAs, brokerage services, directed trustee services and more. Equity Trust Company has grown from its roots as a brokerage firm founded in 1974 into one of the nation’s leading self-directed IRA custodians—recognized by Investopedia as Best Overall Self-Directed IRA Custodian from 2020 to 2025. Today, we support hundreds of thousands of investors with a wide range of alternative asset solutions. Visit www.TrustETC.com for more information. For career opportunities, visit www.TrustETC.com/careers.

On June 1, 2020 PENSCO Trust Company officially became Pacific Premier Trust, a division of Pacific Premier Bank. Since 1989, we’ve helped investors use their retirement account funds to invest in real estate, private equity, and other non-exchange traded assets, providing the opportunity to diversify their portfolios and grow wealth. Custody/alternative asset investment products: (a) are not insured by the FDIC; (b) are not deposits or other obligations of Pacific Premier Bank and are not guaranteed by Pacific Premier Bank; and (c) are subject to investment risks, including possible loss of the principal invested. Ranked by Forbes as one of America’s Best Banks*, Pacific Premier Bank is one of the strongest-performing banks in the nation. With approximately $18 billion in total assets**, it serves the financial needs of businesses and individuals throughout the United States. Pacific Premier Bank is an Equal Opportunity Employer Pacific Premier Trust performs the duties of an independent custodian of assets for self-directed individual and business retirement accounts, and does not provide investment advice, sell investments, or offer any tax or legal advice. Clients or potential clients are advised to perform their own due diligence in choosing any investment opportunity as well as selecting any professional to assist them with an investment opportunity. Pacific Premier Trust is not affiliated with any financial professional, investment sponsor, or investment, tax, or legal advisor. *©2024 Forbes Media LLC. Used with permission. **Pacific Premier Bancorp, Inc. approximate total assets as of 09/30/2024. Pacific Premier Bank is a wholly owned subsidiary of Pacific Premier Bancorp, Inc.