Powerful Alternative Investment Strategy

While Sterling Trust does not provide investment advice or make any investment recommendations, we do help deliver a powerful alternative investment strategy for you and your clients. Here are just a few of the many benefits gained with Sterling Trust:

• Tax Advantages, Compounding Interest and More – Working with us, you’re able to expand clients’ investing into non-traditional assets while providing their retirement portfolios with the benefits of compounding interest, asset protection, tax deductions and tax-free/tax-deferred profits.

• Reduced Exposure to Market Volatility – Our Relationship Managers work closely with you to provide custodial services for clients interested in self-directing their retirement accounts beyond the traditional securities markets. These alternative investments often have a low correlation or non-correlation to the market volatility, making them an attractive investment option when looking to achieve portfolio diversification.

• Enhanced Diversification and Control – Instead of using discretionary funds for investment purposes, clients further diversify and control their retirement portfolio into areas where they have a particular expertise. These areas include real estate, private equity, oil and gas, precious metals, renewable energy and much more.

Gain More Business by Joining Our Professional Network
The Professional Network is a members-only online community and resource for CPAs, financial advisors and attorneys. Think of it as a living and evolving resource that helps you navigate the world of self-directed retirement accounts and position yourself as a trusted advisor for your clients. Best of all, there’s absolutely no cost to you or your company for joining, being a member, accessing information or participating in any Professional Network activity.