Benefits and Additional Services

With Sterling Trust, you and your clients are working with a conservative, well-capitalized custodian with a long-term view of the industry. This relationship provides your clients with an alternative investment strategy to increase their wealth and manage their tax exposure. With more than 35 years experience in the self-directed IRA industry, you can be confident that you and your clients are working with a reputable market leader. Take a look at the advantages we offer:

Advantages for Advisors

• Our all-inclusive fee schedule lets you perform unlimited transactions on behalf of your clients
• With single log-on account access you can easily review all the accounts you manage
• Our Relationship Manager quality service model provides you with a single point of contact
• Prompt and accurate processing ensures transactions get done fast and error-free
• Membership in the Professional Network

Grow Your Business

The more you discover about managing tax exposure for your clients through your association with Sterling Trust and other members of the Professional Network, the more business you'll gain through referrals within the network and through satisfied clients who share their experiences with other like-minded investors.

Advantages for Your Clients

Self-directed retirement accounts let your clients take active control of their retirement investments. They gain from:

• Tax-free profits, tax deductions, asset protection and estate planning
• The ability to make tax-free/tax deferred investments in assets they know and understand