Sterling Trustees’ objectivity works to your advantage

The best way to handle a conflict of interest is to avoid it entirely. Our philosophy is simple: we’re here to keep your assets safe and to administer your trust according to the stipulations of the grantor. And our independence from outside influences and profit motives, from commissions, drives our objectivity. When working with grantors and beneficiaries, we are completely neutral and independent in every aspect of what we do for you. You benefit with the peace of mind, knowing that the administration of your trust is done with exceptional reverence to doing what is right for both the grantor and beneficiaries.

That’s why our founders have always believed that trustees should never act as investment advisors. By separating these roles, we can concentrate on what matters most to you:

• Preserving wealth in accordance with your wishes and regulatory requirements
• Ensuring that your beneficiaries’ needs are met
• Overseeing asset growth for future generations

Our judgment is never distorted by specific money managers or financial products because we are a fee-only trust administration firm do not receive sales or brokerage commissions

Every member of our firm is fully bonded and insured. We use an independent custodian, and other than un-invested cash, investment assets are kept in separate accounts and not considered part of a money manager’s general assets. This ensures objectivity and eliminates conflict of interest – while offering you peace of mind.