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 a mix of individual and high‑net‑worth clients as well as trusts, estates, corporations, charitable organizations, and retirement plans. The firm also offers managed‑account models through a third‑party platform and provides ongoing portfolio monitoring and periodic written reporting to clients. The firm’s investment approach combines charting, fundamental analysis and modern portfolio theory and employs both long‑term and short‑term trading across mutual funds, equities, ETFs, fixed income, real estate funds and non‑U.S. securities. The brochure lists instruments such as leveraged loans and structured products and describes short‑term trading, exposures that can involve derivative strategies or the use of borrowing in separately managed accounts, which SIC monitors within its discretionary management process. Notable distinctions include that some principals are licensed attorneys who may offer legal services outside the advisory business, and several supervised persons are registered representatives and insurance agents — conflicts the firm discloses and documents. SIC also manages over $1 billion in client assets with a small advisory team, routes most custodial business to a recommended custodian while offering an AssetMark platform option, and discloses commissionable sales activity and related conflicts of interest.

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.