A complete list of active advisors currently associated with Sterling Investment Advisors Ltd.
Warmer can help you find a great advisor at Sterling Investment Advisors Ltd. or one who fits your needs even better.
Sterling Investment Advisors, Ltd. is a SEC‑registered, team-based investment adviser that provides discretionary portfolio management to individuals (including high‑net‑worth households), pension and profit‑sharing plans, and other entities, and also offers stand‑alone financial planning and retirement plan consulting. The firm generally charges percentage‑of‑assets fees and may include clients’ personal retirement accounts within managed portfolios when directed. The firm develops individualized investment policies through personal discussions and implements them across mutual funds, ETFs, individual securities, independent managers, and, when appropriate, private and interval funds, with ongoing supervision and periodic reviews. Sterling expressly includes derivative‑related strategies in its toolkit — discussing options, covered‑call writing, and inverse/enhanced funds — and may provide cryptocurrency exposure via exchange‑traded or managed products when suitable for a client’s objectives. Compared with many peer teams, Sterling publicly references third‑party ratings in its materials and makes active use of derivatives and leveraged/inverse strategies within separately managed accounts, practices that are less common among similar firms. The firm also integrates account‑aggregation platforms (eMoney and ByAllAccounts), can recommend independent managers and private funds, and has personnel who are separately registered to effect commission transactions and insurance sales, offering multiple implementation pathways beyond standard advisory arrangements.
To learn more about the advisors currently working at Sterling Investment Advisors Ltd., 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.
Name |
Location |
Years of experience |
|---|---|---|
Berwyn, PA
| 23
| |
Berwyn, PA
| 4
| |
Berwyn, PA
| 26
| |
Naples, FL
| 42
| |
Berwyn, PA
| 9
| |
Berwyn, PA
| 24
|
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