About Sterling Trust

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.

As a passive custodian, Sterling Trust does not provide tax, legal, or investment advice, nor do we sponsor or sell investments.  Sterling Trust is highly regulated by state and federal regulators and is subject to Internal Revenue Service and U.S. Department of Labor regulations.

Our Mission

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 Location

Sterling Trust is located on the first floor of Bridgeview Center in Waco, Texas, at the corner of Fish Pond Road and Highway 6 (North).

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Travel Directions from Dallas or Fort Worth:

Waco is approximately 100 miles south of Dallas and approximately 90 miles south of Fort Worth. From either city, you will take Interstate 35 South to Waco. In Waco, you will take Exit #330, the exit for Loop 340/Highway 6. (Do not take the Highway 6 Business District exit. You should proceed straight ahead on I-35 South to Exit #330.)
Once you exit I-35, veer right onto Highway 6 North. You will travel about 4-5 miles. Take the Lake Waco/Midway Park exit. Sterling Trust is located in Bridgeview Center, the 2nd building on the right as you come off the exit ramp. Sterling Trust's office is located on the 1st floor.

Travel Directions from Austin:

Waco is approximately 90 miles north of Austin. Take Interstate 35 North to Waco. In Waco, take Exit #330, the exit for Loop 340/Highway 6 North. You will travel about 4-5 miles on Highway 6 North. Take the Lake Waco/Midway Park exit. Sterling Trust is located in Bridgeview Center, the 2nd building on the right as you come off the exit ramp. Our office is located on the 1st floor.