About STERLING INVESTMENT MANAGEMENT, LLC
STERLING INVESTMENT MANAGEMENT, LLC is a leading financial management firm that provides expert advice and services to a diverse range of clients. With years of experience and a team of highly qualified professionals, STERLING is committed to guiding clients towards achieving their financial goals and securing a stable financial future.
How does the advisor help clients – Key Takeaways:
• STERLING INVESTMENT MANAGEMENT, LLC offers personalized financial advice and customized solutions to each client, understanding their unique financial needs and goals.
• The advisors at STERLING are experts in various financial areas such as investment management, retirement planning, and risk management, providing comprehensive services to help clients make informed financial decisions.
• By utilizing cutting-edge technology and research, STERLING is able to offer efficient and result-oriented solutions to clients.
Facts and Insights
Established in 2005, STERLING INVESTMENT MANAGEMENT, LLC has been catering to a wide range of clients, including high-net-worth individuals, families, and small businesses. Through their in-depth market knowledge and hands-on experience, the advisors at STERLING provide valuable insights to clients, navigating them through the ups and downs of the financial world.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 15 years |
Financial Services Offered
STERLING INVESTMENT MANAGEMENT, LLC offers a wide range of financial services, including but not limited to:
- Investment Management
- Retirement Planning
- Estate and Tax Planning
- Wealth Management
- Risk Management
- Business Succession Planning
Client Types
STERLING caters to a diverse range of clients, including:
- Individuals and Families
- High-Net-Worth Individuals
- Business Owners
- Retirees
Fees & Compensation
STERLING INVESTMENT MANAGEMENT, LLC believes in transparency in all their dealings with clients, including fees and compensation. The firm charges clients based on a percentage of assets under management, ensuring alignment of interests and avoiding conflicts of interest. Specific fees may vary, depending on the complexity of the services provided.
Background
The team at STERLING INVESTMENT MANAGEMENT, LLC has a diverse background and brings together a unique set of skills and expertise, allowing them to offer comprehensive financial advice to clients from all walks of life. The firm is committed to staying up-to-date with the latest market trends and continues to invest in technology and research to provide top-notch services to clients.
Financial Advisor Disclosures to Know
• STERLING INVESTMENT MANAGEMENT, LLC abides by all regulatory guidelines and acts in the best interest of their clients at all times.
• The firm does not have any legal or disciplinary actions against them.
• STERLING INVESTMENT MANAGEMENT, LLC has a clean record of financial advisor disclosures.