For a private consultation,
please contact us today.



STERLING | TRUSTEES
2 Tower Bridge,
1 Fayette Street, Suite 225
Conshohocken, PA 19428
PH 610-234-0626
FX 610-825-1385


Technology

Sterling Trustees has a state-of-the-art reporting system to allow our clients daily online access to view the performance of their assets. Our reporting system allows our clients to have their assets with multiple money managers to ensure that our clients get access to best of breed money managers. Our system allows:

  • Daily performance reporting.
  • Consolidated reporting of trust assets from multiple custodians.
  • Ability to track alternative assets such as hedge funds, private equity, partnerships, real estate, and art.
  • Online document management of important financial and legal documents such as wills, trust instruments, tax returns and monthly client statements.