Sterling Trust
Company Profile
Sterling Trust, a division of Equity Trust Company, is at the forefront of the self-directed retirement plan industry specializing in the custody of self-directed IRAs, qualified business retirement plans and non-qualified custodial accounts.
Sterling Trust and its affiliates provide services to over 110,000 individuals and businesses nationwide with approximately $8 billion in assets under custodial and retirement administration. Since 1974, we have provided services to individuals and the financial services industry — including financial advisors and planners, broker-dealers, tax and legal professionals, investment product sponsors, mutual fund companies, banks and other financial institutions.
OUR SERVICE PHILOSOPHY
Sterling Trust maintains a strong focus in meeting our clients’ needs and exceeding their expectations. When it comes to customer service, our mission is simple –
To be the national leader in retirement plan and related services through aggressive growth, innovation, and efficient processing – with loyalty, dedication, and a commitment of excellence to our customers.
Our company was built on customer referrals and we are committed to you and your needs. Our friendly, trained service professionals strive to always provide exceptional, personalized service. We believe in earning our mark of excellence one client at a time.
WHAT SETS US APART
Sterling Trust offers a full array of accounts for individuals and businesses which include - 401(k), Solo 401(k), 403(b), profit sharing and defined benefit plans; Traditional, Roth, SEP and SIMPLE IRAs; and non-qualified custodial accounts. Aside from our independence, what makes us unique is our ability to hold a wide array of publicly-registered or traded investments, as well as alternative and private placement investments — including real estate, precious metals, futures, and other assets.
COMMITMENT TO OUR EMPLOYEES, INDUSTRY AND COMMUNITY
Sterling Trust firmly believes in investing resources in the success of our employees and in the industry in which we serve. Sterling Trust fully supports our employees’ training and professional development. Our employees are actively involved in industry trade associations such as American Society of Pension Professionals and Actuaries (ASPPA), National Institute of
Pension Administrators (NIPA), Retirement Industry Trust Association (RITA) and others.
Sterling Trust actively supports the Waco community and Central Texas area through company sponsorships, donations and our employees’ volunteer efforts in worthwhile causes and charitable events. Sterling Trust is a member of the Greater Waco Chamber of Commerce and the Better Business Bureau.
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