Conshohocken, PA -- (SBWIRE) -- 08/26/2016 -- Sterling Trustees is a one-of-a-kind trust company based in South Dakota. The firm provides independent trust administration services to high net worth families, foundations, and endowments around the world. Unlike other firms, they only handle trust administration, not investment management. This is beneficial because clients get the value of conflict-free independent thinking that focuses solely on their needs. Sterling Trustees also provides investment oversight to ensure that their clients' trust assets are being effectively managed to ensure growth for future generations. Sterling provides its trust administration services on a fixed fee basis.
The steps in the investment oversight process include understanding a client's needs, establishing investment objectives, determining asset allocation, selecting and implementing a strategy, and analyzing and communicating results. To understand the client's needs, Sterling Trustees conducts a current financial review. State-of-the-art technology is employed to provide accurate and timely reporting. The firm works with third-party investment advisors to optimize asset allocation and maintain independence required for objectivity.
There are many benefits from using a South Dakota-chartered trust company. The state is one of the country's leading trust jurisdictions, enabling family members and advisors to participate through directed or delegated trusts using protectors and investment and distribution committees. Other advantages include no income taxes or capital gains tax, the strongest asset protection statutes of any state and extremely favorable privacy laws.
To learn more about trust administration services, contact Sterling Trustees at 605-593-8950.
About Sterling Trustees
Sterling Trustees is a fee-only trust company located in Sioux Falls, South Dakota. By working independently, the firm allows its clients to avoid the extra costs and conflicts of interest associated with large financial institutions. Sterling Trustees' main goal is to keep assets safe while remaining objective.
For more information, please visit http://www.sterlingtrustees.com.