Park City, UT Office

The firm provides discretionary investment management and financial planning to individuals, trustees, foundations, and corporate clients, and advises on IRAs, employer retirement plans, 529s and other household accounts. It manages client assets on a household basis and delivers regular account reporting and periodic performance reviews for its client relationships.

Sterneck Capital describes itself as a multi-cap, value-oriented manager that relies primarily on fundamental analysis with a long-term focus and tactical rebalancing; portfolios may include individual equities, ETFs (including digital-asset-related ETFs and trusts), mutual funds, debt securities, private investments and cash management alternatives. The firm recently expanded its capability to allocate client assets to third‑party separately managed account (SMA) strategies and discloses the use of borrowing (margin) and derivatives/options in certain accounts when deemed appropriate.

Compared with many peers, the firm operates a relatively broad office footprint while maintaining a compact advisory team, and its brochure highlights several client-facing programs that differ from typical peers—complimentary leadership coaching, use of a third‑party cash management sweep option, and a technology-enabled estate planning referral platform. The firm also notes expanded SMA offerings and the use of endorsements, testimonials, periodic communications and educational events or workshops in its client outreach and business development.