Sterling Futures
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sterling Futures serves a small client base of 23 individuals, corporations and pension or profit-sharing plans, managing roughly $28.4 million across discretionary and non-discretionary accounts. The firm provides portfolio supervision, financial and retirement planning, estate planning, employee benefits consulting, pension consulting, and access to the SEI Asset Allocation Program.
The firm offers both discretionary and non-discretionary portfolio management, constructing portfolios from mutual funds, directly held stocks and bonds or SEI model allocations and tailoring strategies to client goals, risk tolerance and preferences. Investment analysis draws on charting, fundamental, technical and cyclical methods, and portfolios are rebalanced to model thresholds while clients may impose investment restrictions.
Notable for a one-advisor independent firm, Sterling Futures is affiliated with an insurance business and its advisor is licensed to sell insurance products, a relationship the brochure discloses creates potential commission conflicts and represents about 10% of the advisor’s time. It is also atypical in serving pension and profit-sharing clients and offering pension consulting services—including investment policy statements, regulatory compliance systems, asset searches and employee education—capabilities not commonly found at firms of this size.
Client services
Expertise
Fee options
Foundation Building process fee of $900
Less than $1,000,000 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Insurance commissions if insurance products implemented through principal
Hourly fee at $300/hour
Account minimum: $500,000 Minimum fee: $900 minimum for one-time services or $250 monthly minimum Fee-only: Hourly fee of $300/hour
Main office
50 California Street, Suite 1500
San Francisco CA 94111
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Greenhill, Malcolm · Greenhill, Malcolm Nmn · Sterling Futures
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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