To meet the needs of our growing client base, we employ a team of dedicated client service professionals who specialize in the following areas:

Portfolio Management
Each client is assigned a dedicated point of contact that is responsible for knowing their specific needs and providing effective communication on all aspects of their investments. In addition, the account management team is responsible for servicing and processing all loans.

Accounting and Operations
Our Accounting and Operations Team is responsible for working with the Portfolio Management Team to analyze investor statements and accounts. In addition they are responsible for the preparation of monthly financial statements and annual audited financial statements.

Marketing and Communications
The Sterling Marketing and Communications Team coordinates the Firm’s marketing materials, industry data surveys, client events and various client and industry professional information requests.