Conshohocken, PA -- (SBWIRE) -- 02/04/2016 -- Thorough, objective investment oversight is important when confronted with selecting the right company to manage trust assets, which is why Sterling Trustees takes great care to monitor their clients' investment advisors to ensure assets produce growth. By dutifully monitoring their clients' investment advisors, the South Dakota-based trust company brings together estate planning, legal service, tax advice and much more. In addition to working with their client's existing advisor, Sterling Trustees can also provide a third-party advisor that matches the client's needs using a wide array of qualifications such as investment style, client's risk tolerance, size of the trust assets, geographic location and, above all, personality fit.
Sterling Trustees' wants all of their clients to feel comfortable with their advisors, and they are more than happy to work with their clients' existing investment advisors because they are committed to managing trust assets objectively. If the individual has already established a relationship and partnership with an investment advisor, that is all Sterling Trustees has to hear. Trust is part and parcel to any team, especially when it comes to nurturing trust assets and maintaining their security. If the client is searching for an investment advisor, Sterling Trustees works with large investment banks, independent parties, and more, so that the individual has enough choice and opportunity to meet their specifications for the ideal advisor.
Sterling Connect is Sterling Trustees' proprietary accounting system that has the ability to monitor advisor performance. With this innovative system, advisors can be evaluated on a monthly, quarterly and yearly basis. Their technology instills a genuine peace of mind in customers that trust assets are under full control. Sterling Trustees quantifies advisor performance based on portfolio index and their value using asset allocation decisions and sub-advisor account selection. These tools allow the company to ensure all trust assets are managed properly by the investment advisor and yield growth for the future.
In addition to investment oversight, Sterling Trustees' locale provides advantages for potential customers, as South Dakota is one of the leading trust jurisdictions in the country. Having access to advanced trust law allows creditor protection, increased privacy, the lowest premium tax of any state and the elimination of state income and capital gains taxes. South Dakota has special statutes to protect asset trusts as well. The state is spearheading progressive trust legislation by accommodating clients with better security and control with their trust assets.
To learn more about Sterling Trustees' services, visit http://www.sterlingtrustees.com/.
About Sterling Trustees
Sterling Trustees is a fee-only trust administration firm 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.