Company

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 128,000 individuals and businesses nationwide with over $10 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 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 in the 1101 Wooded Acres shopping center, in Waco, Texas.

Mailing Address:

Sterling Trust
PO Box 2526
Waco, TX 76702

Physical Address:

Sterling Trust
1101 Wooded Acres, Suite 120
Waco, TX 76710

Phone:

800.955.3434 - Toll Free
254.751.1505 - Direct

Click here for Departmental phone numbers

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# 333A,toward TX-393-LOOP- Valley Mills Dr/La Salle Ave.

Turn right onto TX-393- Loop N/S Valley Mills Dr ( if you reach TX-393- Loop S you have gone .01 miles to far).

You should proceed straight ahead Valley Mills Dr. You will travel about 4-5 miles.

Take a right on Wooded Acres Dr. Sterling Trust is located in the 1101 Wooded Acres shopping center, the 1st building on the right as you turn on Wooded Acres ( Between McDonalds and Wells Fargo Bank).

Our office is located on the back section of the building in suite 120.

Travel Directions from Austin:

Waco is approximately 90 miles north of Austin. Take Interstate 35 North to Waco. In Waco, take Exit #333A, the exit for 393-Loop- Valley Mills DR/La Salle Ave .

You will travel about 4-5 miles on Valley Mills Dr.

Take a right on Wooded Acres DR. Sterling Trust is located in the 1st building on the right as you turn on Wooded Acres ( Between McDonalds and Wells Fargo Bank). Our office is located on the back section of the building in suite 120.

We're Here to Help

Phone:
1-800-955-3434
Option 5

Already Have an Account?

Phone:
1-800-955-3434
Option 2