How does the advisor help clients – Key Takeaways:
STERLING INVESTMENT MANAGEMENT offers a range of financial services to help clients achieve their financial goals and secure their future. The company has a team of experienced financial advisors who provide personalized and comprehensive investment management services. They specialize in creating diversified portfolios tailored to each client’s individual needs, risk tolerance, and investment objectives.
Facts and Insights:
STERLING INVESTMENT MANAGEMENT has been in business for over 15 years, founded in 2005. The firm currently has 25 advisors and manages over $500 million in assets. The firm has offices in major cities across the country, making it accessible to a wide range of clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 15 years |
Financial Services Offered:
The financial services offered by STERLING INVESTMENT MANAGEMENT include portfolio management, retirement planning, estate planning, tax planning, and risk management. The firm also provides financial education and guidance to help clients make informed investment decisions.
Client Types:
STERLING INVESTMENT MANAGEMENT serves a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm works closely with each client to understand their unique financial needs and objectives and develops a customized plan to help them achieve their goals.
Fees & Compensation:
The firm charges a percentage of assets under management as their fee. The exact percentage may vary depending on the size of the portfolio and the services required. STERLING INVESTMENT MANAGEMENT operates on a fee-only basis, meaning they do not receive any commissions or third-party payments. This ensures that their advice is always unbiased and in the best interest of their clients.
Background:
STERLING INVESTMENT MANAGEMENT was founded by a team of experienced financial professionals with a passion for helping individuals and families achieve financial success. The firm follows a disciplined investment approach and stays updated with the latest market trends and strategies to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, STERLING INVESTMENT MANAGEMENT is legally bound to act in their clients’ best interests at all times. The firm has a fiduciary duty to avoid conflicts of interest and always act in an objective and transparent manner. The company also discloses all potential risks and conflicts of interest to their clients before entering into any partnership.