Roberta Hudy

Roberta Hudy is one of Equity Trust’s National Brand Ambassadors who helps educate investors about the potential benefits of self-directed investing at Equity Trust Company.  Roberta brings both educational training expertise and understanding of small business ownership in the construction industry, tax advantaged retirement accounts, and new business development strategies. Roberta brings “real world” experience to the SDIRA educational events, making content easy to understand.

Roberta holds a Bachelor of Arts in Communication degree and has over 25 years of entrepreneurial experience.  She is a relationship builder, and relatable professional with professional affiliations with Urban Land Institute and the Council of Smaller Enterprises.  Roberta is passionate about real estate, networking, and providing education to our communities.

As A National Brand Ambassador for Equity Trust, Roberta presents educational seminars to those interested in self-directed IRAs.  Equity Trust offers educational curriculum about investing with your self-directed IRA in alternative investments.

Presentation Title: Alternative Asset Investing: Leveraging Self-Directed IRAs

Self-Directed IRA/401(k) investing, although widely misunderstood and underutilized, allows investors to architect a diversification strategy with assets often not found in traditional asset allocation models. Assets including, but not limited to, real estate, mortgage notes and trust deeds, small businesses, joint ventures, private equity, and precious metals. 

Roberta offers a comprehensive self-directed IRA/401(k) educational program, providing useful tools, resources, and insight into the methods used by Equity Trust’s 130,000+ clients. The tactics discussed will demonstrate methods to potentially eliminate capital gains tax and ordinary income taxes within your real estate and or alternative investment assets through tax-advantaged retirement accounts.  Attendees have the opportunity to leave this training with the knowledge and guidance to formulate and implement alternative investing into their financial plan. We look forward to seeing you there!

Roberta Hudy, Equity University’s Brand Ambassador and National Speaker, has crafted a compelling one-day workshop that incorporates real world case studies and current market focused applications that excites, energizes, and truly engages audiences.

About Equity Trust Company

Equity Trust is a financial services company, headquartered in Cleveland, Ohio that enables individual investors to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Equity Trust provides services to more than 130,000 accounts with $12 billion in assets under custody. Our tax-advantaged, self-directed investment accounts appeal to entrepreneurial investors who want to take control of their wealth. We offer clients a robust account management system, online investor community and wealth-building education, which enable them to grow their knowledge and complete transactions with ease. Visit for more information.