A complete list of active advisors currently associated with Sterling Investment Counsel, LLC

Warmer can help you find a great advisor at Sterling Investment Counsel, LLC or one who fits your needs even better.

Sterling Investment Counsel provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, pension and charitable plans. The firm manages roughly $1.03 billion across about 853 client relationships and also offers managed-account solutions through the AssetMark platform. The firm’s investment process draws on modern portfolio theory, fundamental analysis and charting, and it employs both long- and short-term trading approaches while using asset allocations from independent strategists when appropriate. Its disclosures identify use of a range of instruments—including structured products, leveraged loans and non-U.S. securities—and note that separately managed accounts can involve derivative strategies and borrowing. Sterling’s regulatory and professional footprint is notable: supervised persons serve as registered representatives of LPL Financial, are licensed insurance agents, and some are licensed attorneys who may provide legal services or advice outside of the advisory engagement. The firm operates with a relatively small advisor team managing over $1 billion in AUM, offers financial planning at no additional charge, and requires Fidelity custody for most accounts while disclosing potential soft-dollar benefits and commissionable product sales.

To learn more about the advisors currently working at Sterling Investment Counsel, LLC, 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.