Frequently Asked Questions
Answers to common questions about the Group and our services. Can't find what you're looking for? Contact us.
Who can invest with STL Asset Management?
Both individuals and institutions can invest with us. Minimum investment amounts vary by product — speak to an advisor for the fund or portfolio that fits your goals.
How does a trust with STL Trustees work?
A trust separates legal ownership of an asset from the benefit of that asset. STL Trustees administers the trust on behalf of your beneficiaries, according to terms you define in advance. See our Insights article "Trusts 101" for a fuller explanation.
Is the Group regulated?
Yes. Each operating company — STL Trustees, STL Asset Management and STL Capital & Advisory — is separately licensed by the Securities and Exchange Commission (SEC) for its respective activities.
How do I get my account statements?
Statements are issued periodically to the contact details on file. If you need a statement outside that cycle, contact us and our team will assist.
How do I reach my advisor directly?
Use the Contact page to reach the Group, and our team will connect you with the right specialist for Trusteeship, Asset Management or Advisory.