The Entrust Group Competitors

U.S. Trust specializes in the complex financial needs of wealthy individuals and families. For more than 200 years, our global perspective, breadth of capabilities, unique team approach and fiduciary platform have differentiated us from other private banks and enabled us to help manage and preserve wealth across generations. Disclaimer: The site is maintained by a third party that has no affiliation with U.S. Trust, Bank of America Private Wealth Management. The recommendations posted to this page by or about U.S. Trust employees, are not endorsed by, and may not represent the views of U.S. Trust. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Any opinions expressed herein may not be those of U.S. Trust and are subject to change without notice. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Investment products: - Are Not FDIC Insured - Are Not Bank Guaranteed - May Lose Value Certain U.S. Trust associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”) and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). U.S. Trust operates through Bank of America, N.A., and other subsidiaries of BofA Corp. Bank of America, N.A., Member FDIC. Additional Terms, Conditions & Disclaimers found here: http://ustrust.com/UST/Pages/ust-on-twitter.aspx Bank of America LinkedIn Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-community-guidelines.html © 2018

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.

Rocket Dollar makes it easy to unlock retirement savings. No longer trapped in traditional mutual funds, these savings can be used to fund a start-up, as a small business loan, peer-to-peer lending, buy real-estate, and invest in cryptocurrency. Founded in 2018, Rocket Dollar helps everyone access savings to follow their dreams. For more information, visit www.rocketdollar.com