Future Growth in Motion

Dear Valued Clients,

Alphatrust Asset Management LLC is embarking on an exciting new chapter. As part of our long-term vision to provide you with even greater value and opportunities, we are transitioning our platform and client relationships to Sterling & Oak Wealth Management Inc., New York, effective September 10, 2025.

This move will open the door to a broader range of investment solutions, enhanced services, and a brand-new online platform operated by Sterling & Oak Wealth Management – designed to serve you even better.

During this transition period, our support team will be available on a limited basis at support@alphatrust.io. We appreciate your patience and understanding as we ensure a seamless handover.

Thank you for your trust and partnership. We are confident that this next stage of growth will bring you even greater opportunities for success.