Sterling Trust Announces Strategic Business Relationship with Charles Schwab

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Schwab Selects Sterling Trust as One of Two Alternate Custodians for Select Alternative Investments.

Sterling Trust

“Our two companies share a vision for providing incredible customer experiences,” said Kelley. “Our clients experience great value in our personal account executives, robust online services and all-inclusive fee structure."

Sterling Trust, a leading alternative asset custodian for financial advisors, announced today that it has established a formal relationship with Charles Schwab for custody of certain alternative investments.

“This is a fantastic development for clients interested in alternative investments in their retirement accounts. We are excited to bring our market leadership, stability and high level of client service to these clients as part of this new relationship with Schwab,” said Sterling Trust Chief Operating Officer Jeff Kelley.

Last year, Schwab modified its alternative investment policy and selected Sterling Trust as one of two custodians it will make referrals to for servicing independent financial advisors and investors with certain alternative investment assets. Sterling Trust has a long track record of success with financial advisors, and specializes in the custody and administration of alternative assets in retirement plans.

“This is an ideal relationship, because our two companies share a vision for providing incredible customer experiences,” said Kelley. “Our clients experience great value in our personal account executives, robust online services and all-inclusive fee structure.”

Sterling Trust is a division of Equity Trust Company with more than 150,000 clients across the nation and nearly $10 billion in assets under management. The company is the leader in the self-directed retirement plan industry and primarily serves financial advisors and investment sponsors investing in alternative assets such as real estate, private placements, promissory notes, etc.

About Equity Trust Company and Sterling Trust
Equity Trust Company, with its corporate headquarters in Elyria, Ohio, and operations in Cleveland, Ohio and Waco, Texas, is at the forefront of the self-directed retirement plan industry. The company and its affiliates, including Sterling Trust, provide services to more than 150,000 individuals and businesses nationwide with approximately $10 billion in assets under management. Since 1974, Equity Trust and its affiliates have helped investors make tax-free profits through education, innovation, and a commitment to understanding their individual needs.

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Jeff Kelley
Sterling Trust
800-955-3434 ext. 5270
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