Advisory Solutions

For wealth and institutional clients seeking comprehensive asset allocation and investment selection, Sterling utilizes its Advisory Solutions team to provide open architecture based solutions.   Solutions are achieved by blending multiple investment strategies and asset classes. This combination can include domestic and international equities, fixed income, and alternatives.

Investment Process

  • Utilize proprietary system for matching asset allocation to your goals, risk tolerance, time frame, and other specifications.
  • Employ active management of asset mix, using principles of modern portfolio theory, to maintain target balance of risk and return.
  • Active management within asset classes to strive to achieve above-average returns with below-average risk.