I am working with a client looking to do this.

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Some custodians are really good but have higher fees, so using them if you have a low dollar account may not be the best move and vice versa. not specifc to ET, but as a GP, we have worked with most in regards to assisting clients get their investment coordinated.

Management would be self-managed, as in this example it would be a client's first rental buy and hold.

I have gotten two very good clients that way.. this way I dont spend a dime on marketing they come to me :)

I have all kinds of specific searches set up for my investor clients to help find the best deals. 

Would it be wise to use a HELOC on our current residence to use for a down payment on a new propertyHi David, as someone who works with a lot of OOS investors, I would let you know that most of the clients I work with have never physically visited when buying their first investment property - the most important thing is working with a great investor agent and doing proper due diligence.

It would be possible in other ways like a lot of hot client leads but anything other than that will probably be specific to what that agent needs.

I have a list of PM's my clients work with in Cincinnati I can share.

Being a remote location might already limit client base.