Investor Partners

 

First Sterling provides regular, ongoing investor reports and services to more than 2,000 institutional and individual investors.  As a service to our investors, we prepare and mail annual K-1 tax statements along with annual reports which include financial and operating information on First Sterling's funds.

 

If you are a First Sterling investor and would like to change your address, you may download a change of address form (PDF).  All change of address requests must be made in writing.  You may submit the completed change of address form by fax (516) 627-8760 or by email.

 

Investors may also view the status of their 2010 K-1 mail out dates.

 

If you wish to contact Investor Services, please email us at taxservices@firststerling.com.