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Equity Institutional Company

Investment Management Firms

  • United States of America

Description

Equity Institutional Company provides alternative investment custodial services to brokers, advisors, and sponsors. It offers non-discretionary custodial services on self-directed individual retirement accounts (IRAs), business retirement plans, and personal custodial accounts. It offers custodial services for traditional and Roth, simplified employee pension, and savings incentive match plan for employees IRAs; and provides a spectrum of defined contribution and benefit plans and services for employers with under 500 employees. The company acts as a custodian and offers individual investors and corporations qualified and non-qualified custodial services in which clients can keep track of investments within their portfolio, as well as enables clients to diversify and hold an array of public offerings and private placement investments within one consolidated account. It also provides escrow and paying agent services for business and investment related transactions, provided that the agreement does not require Sterling Trust to have any discretion with regard to the investment of assets; and institutional services. Sterling Trust Company markets its services on a nationwide basis to individuals and to the financial services industry, specifically broker dealers, registered representatives, financial planners and advisors, tax and legal professionals, investment product sponsors, and financial institutions in the United States of America. Equity Institutional Company was formerly known as Sterling Trust Company and changed its name to Equity Institutional Company in May 2013. The company was founded in 1984 and is based in Waco, Texas. Equity Institutional Company operates as a subsidiary of Equity Trust Company.

Corporate Address

7901 Fish Pond Road Waco, TX76710 United States of America

United States of America

254-751-1505

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