Partnership Expands Access to Alternative Investments
Independent advisors can now offer clients more alternative assets without needing to change their current custodial provider.
Updated on Oct. 26, 2026 in Investing
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US Capital Global has announced a new partnership with Equity Trust to provide independent investment advisors expanded access to alternative assets. This arrangement allows advisors to incorporate options like private credit and private equity into client portfolios while maintaining their existing custodial relationships.
Why it matters
The partnership addresses operational hurdles that have historically made it difficult for independent financial advisors to include alternative assets in household investment strategies. This move reflects a broader demand from investors for diversifying portfolios beyond traditional stocks and bonds.
Equity Trust currently manages nearly $100 billion in assets under custody. While this partnership facilitates broader access to private credit and private equity, the specific selection of investment opportunities available remains undisclosed.
The players
US Capital Global
A private financial firm founded in 1998 that specializes in investment opportunities for sophisticated investors.
Equity Trust
A financial services firm that specializes in custodial, administrative, and reporting services for alternative assets.
US Capital Global Securities LLC
The FINRA-member broker-dealer entity that facilitates the sale and access of investment products.
The details
Under this agreement, US Capital Global Securities LLC acts as the broker-dealer to provide access to alternative investment opportunities, while Equity Trust manages custody, administration, and reporting. This structure is designed to allow independent advisors to integrate alternative assets into client portfolios without the need to switch custodians for their existing traditional investments.
Timeline
The partnership was formally announced on October 26, 2026.
Money Landscape
This move highlights the ongoing industry trend of integrating alternative investments into broader retail portfolio construction. It marks an attempt to bridge the operational gap between specialized assets and the independent financial advisory space.
If you work with an independent financial advisor, you may see a wider range of private credit or structured finance products appearing in your portfolio options soon. Discuss with a qualified financial professional whether adding alternative assets aligns with your specific risk tolerance and long-term financial goals.
The takeaway
The partnership simplifies how independent advisors access alternative markets, potentially diversifying client portfolios. Review your current portfolio allocation with a professional to determine if alternative investments are appropriate for your specific financial objectives.
Further reading
For more on building a diversified financial strategy, visit our Investing section.
More information
To review services for alternative asset management, visit the Equity Trust alternative asset services portal.
Live Poll
Is now a good time to include alternative assets in your personal investment portfolio?
