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

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

Sterling Investment Management provides discretionary investment management and financial planning/consulting to a mix of high-net-worth individuals, individual investors, and institutional clients such as endowments, foundations, corporations, and pension/profit-sharing plans. The firm manages approximately $409 million in client assets and structures individually customized portfolios across equities, fixed income, and alternative securities. The firm’s approach is research-driven and value-oriented, combining top-down macroeconomic analysis with disciplined fundamental security research and a business-owner perspective to seek long-term total returns. Portfolios are tailored to each client’s risk tolerance and objectives and may employ municipal and private-placement debt, ETFs for hedging, and limited alternative strategies (including options and short selling) for diversification. Noteworthy details in the brochure include explicit use of municipal and private-placement debt within the investable universe and disclosure that senior professionals publish investment strategy overviews and research communications, a periodic publication practice that is uncommon among peers. The firm also discloses principals’ minority interests in private investment limited liability corporations and offers both ongoing asset management and separate hourly or flat-fee consulting, indicating a broader set of services than many similarly sized advisors.

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