Formerly known as Sterling Trust
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Contact Us | 855-355-ALTS (2587)

Office Hours

Equity Institutional offices will be closed Thursday, November 27 and Friday, November 28, 2014 in observance of Thanksgiving.

The 10,000+ financial professionals that have chosen us can't be wrong:

  • We know your business better than any other custodian
  • With more than 130,000 clients, we’re one of the oldest and largest custodians concentrating ONLY on alternative investments
  • We process more than 730,000 transactions every year
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We make alternative investing easy for you and your clients

  • We are a qualified custodian and extension of your back office
  • Service is our specialty
  • Continual technology investments, including state-of-the-art online access
  • Tools to help you grow your business
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We work as your partner, not your competitor

  • We’re a passive alternative investment custodian (we don’t offer advice, sponsor or sell investments)…we don’t compete for your clients
  • As a qualified custodian, we help you meet SEC Custody requirements of a fiduciary
  • For decades, we’ve specialized in the custody of alternative assets; our expertise allows you to focus on meeting your clients’ needs
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Unmatched Commitment to Quality and Service

  • You can trust us as the industry leader in custody of alternative assets…we’ve been at it since 1974
  • Our continual investment in leading edge technology makes your job easier
  • Outstanding service is the backbone of our business
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Customized Approach for Specialists

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Our proprietary Institutional eVANTAGE online access technology has exponentially simplified and improved the process of investing in alternatives for our clients.

Launch Demo
Jeff Kelley, Equity Institutional COO