Beyond common holdings such as stocks, bonds and mutual funds, our custodian expertise extends to less-liquid assets including:
Limited partnerships (LPs)
Limited liability companies (LLCs)
Private and preferred stock placements
Deeds of trust
Direct participation programs (DPPs)
With a limited market for non-traditional investments, compiling and reporting up-to-date values for such assets can prove to be challenging. TCA by E*TRADE requests annual valuations from illiquid asset sponsors, leveraging extensive workings with less-liquid non-traditional asset market
Investment Products: Not FDIC Insured - No Bank Guarantee - May Lose Value.
E*TRADE Savings Bank and its affiliates ("E*TRADE") do not warrant these products, services and publications against different interpretations or subsequent changes of laws, regulations and rulings. E*TRADE does not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.
Trust Company of America, the Trust Company of America logo, TCAdvisor and Liberty are registered trademarks of E*TRADE Financial Corporation. All other trademarks mentioned herein are the property of their respective owners. Product and service offerings are subject to change without notice.