Institutional Services

3(21) Fiduciary Orphan Care

Provide a suite of 3(21)services for orphan employer plan sponsors, employee plan participants, individual IRA account holders, 

Sterling Bridge's Dedicated Team

Engage customers with a dedicated FINRA registered team, Sterling Bridge’s expert team works as the customer's advisor and advocate, client relationship manager and fiduciary.

Engagement Through Technology

Sterling Bridge controls the online customer experience with an optimized mobile, branded web experience – including a customer ERISA compliance folder. All communications, education webinars, annual checklists and fund benchmarking is saved through a secure proprietary CRM solution.

Asset Retention

Sterling Bridge’s dedicated service team will provide protection and consistency for your institution's assets.

Learn More about 3(21) Fiduciary Orphan Care

Contact us today at (508) 797-9293 
or email gmarkoulakis@sterlingbridge.com.

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