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.

Stirling Investment Management is a newly formed, state-registered investment adviser that offers fee-based portfolio management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporate clients. Like many investment managers, the firm charges asset‑based management fees for its services. The firm describes a tactical allocation approach grounded in fundamental analysis and provides custom, non‑discretionary recommendations that require client approval before trading. It deploys a wide range of instruments — including exchange‑listed securities, mutual funds, fixed‑income, ETFs, options (including option writing and uncovered strategies), over‑the‑counter securities, and warrants — and may use cash positions or targeted stock selections to adjust sector weightings or harvest gains and losses. Compared with peers, Stirling is notable for its recent formation and for disclosing the potential use of higher‑risk instruments (uncovered options, OTC securities, and warrants) within a small, bespoke practice that had no clients or assets under management at the brochure date. The brochure also highlights some operational practices that differ from many managers — the firm does not take custody except to deduct fees, will not vote client proxies, does not recommend broker‑dealers, and accepts client payments through nontraditional channels such as Venmo and PayPal.

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.