A complete list of active advisors currently associated with Stirling Investment Management
Warmer can help you find a great advisor at Stirling Investment Management or one who fits your needs even better.
The firm offers fee-based, custom investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. It provides non-discretionary portfolio management tailored to client objectives and generally requires a cumulative minimum account of $50,000 while retaining discretion to accept smaller accounts; as of the brochure date the firm reported no clients or assets under management. The investment approach combines fundamental analysis with a tactical asset-allocation strategy intended to reduce risk and seek improved performance, with the advisor providing recommendations that clients must approve before trades are executed. The firm may use a wide range of instruments — including listed equities and ETFs, mutual funds, OTC and foreign securities, warrants, bonds, options (including option-writing and uncovered strategies), and interests in private equity and hedge and alternative funds — which can involve additional liquidity, leverage, and counterparty risks. Distinctive features include that the firm is newly formed and operates while its principal maintains significant outside employment in consulting/technology, a consideration for clients about advisor availability and potential conflicts of interest. The firm also accepts nontraditional payment methods (credit cards, Venmo, PayPal), expressly avoids discretionary trading and proxy voting, and does not participate in wrap-fee programs.
To learn more about the advisors currently working at Stirling Investment Management, 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 |
|---|---|---|
Coatesville, PA
| 0
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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