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.