Sterling Trustees

Sterling Trustees Simplifies Asset Management and Reporting with Sterling Connect


Conshohocken, PA -- (SBWIRE) -- 03/08/2016 -- Sterling Trustees, a firm that offers independent trust administration services, believes trustees should not act as money managers, in order to avoid a conflict of interest. Their independence allows them to objectively preserve wealth, ensure that beneficiaries' needs are met and oversee asset growth for future generations. Furthermore, the fee-only trust administration firm does not receive commissions for sales or brokerage and are not influenced by financial products. As an added benefit to their clients, Sterling Trustees offers a secure portfolio management portal in the form of Sterling Connect, their proprietary trust and accounting system.

Sterling Connect has multiple applications for the diverse trust management services that Sterling Trustees offers. The system allows clients working with Sterling Trustees to track assets, including hedge funds, private equity funds, partnerships, real estate, art, aircraft, boats and other non-cash assets. Sterling Connect generates consolidated reporting on all assets, even in cases where assets are custodied at multiple custodians. Additionally, the system can be used to manage important financial and legal documents online, including wills, trust instruments, tax returns and monthly client statements.

Sterling Connect 's versatility is key benefit among the objective trust management services that Sterling Trustees offers. Families who rely on Sterling Trustees to coordinate their investment team can take advantage of the system's comprehensive monthly asset reporting tools, which eliminates the need for managing data in Excel and reviewing numerous statements from multiple custodians. Firms that call upon Sterling Trustees for private label trust services also benefit from the system because clients can view a privately branded portal for their trust portfolio management.

Learn about all the advantages of Sterling Connect as well as why Sterling Trustees is one of the most respected South Dakota-chartered trust companies at

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.

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