A complete list of active advisors currently associated with Sterling Futures

Warmer can help you find a great advisor at Sterling Futures or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sterling Futures, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.