We are an investment management firm dedicated to the principles of integrity, trust, and accountability. For over 25 years, we have created sophisticated portfolios of individual securities designed to meet each client’s financial management objectives.
Our long-standing tradition of growing and safeguarding our clients’ wealth on a risk-adjusted basis has defined the success of both our clients and Sterling since 1995.
We are a private, independent, employee-owned investment management boutique serving high net worth individuals and families, foundations, endowments, and corporations. Our firm is built upon trust, integrity, commitment, and transparency.