Many banks, insurance companies, and securities or brokerage firms offering retirement accounts may limit your investment options to the products they sell.  

Sterling Trust is different.

We do not sell investment products or provide you with investment advice.  Our accounts truly are self directed meaning you and your financial advisor make the decisions to invest in the investment products you choose.  Our goal is to assist you in consolidating your entire retirement portfolio on one statement with one online account access login.

Complete Investment Flexibility

Select from the widest array of traditional public investment offerings such as:

• Mutual funds in any mutual fund family
• Stocks and bonds in a brokerage account
• Annuities
• Public limited partnerships
• Direct participation programs (including REITs)
• Treasuries or U.S. government securities
• Bank certificates of deposit (CDs) 
• U.S.-minted coins or bullion

Select from private placement offerings or other non-traditional assets such as:

• Closely-held stocks
• Private limited partnerships
• Limited liability companies
• Real estate including Tenants in Common (TICs)
• Debt financed/leveraged real estate 
• Promissory notes
• Corporate debt offerings
• Trust deeds
• Futures trading accounts

Value for You

Competitive fees Prompt and accurate processing Consolidation of existing accounts

Maximum investment flexibility Freedom to customize your portfolio  Outstanding service

Sterling Trust provides you the ultimate freedom to customize your  investment portfolio to meet your financial goals.