Chicago, IL Office

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Stirlingshire Investments

Team

Firm-wide stats for Stirlingshire Investments

Total advisors

27

Across 24 offices

Clients per advisor

40 Low

Avg AUM per client

$228,408 Very Low

HNW client ratio

32% Typical

About

Stirlingshire serves individuals, trusts, and other entities, including both non‑high‑net‑worth and high‑net‑worth clients, providing discretionary portfolio management, financial planning, and IRA rollover advice along with access to model‑based strategies. Its advisory services encompass a broad set of investable instruments—from mutual funds and ETFs to real estate funds, private placements, venture capital, and higher‑risk tools such as options, margin, and short sales—customized to each client’s age, risk tolerance, income, and assets.

The firm manages most accounts on a discretionary basis and employs a mix of analytical methods (charting, fundamental, quantitative, technical, and Modern Portfolio Theory) to construct portfolios, with accounts reviewed at least annually and rebalanced based on client profiles or material events. Stirlingshire also offers and may implement model strategies through third‑party platforms (Advyzon/AIM), while retaining responsibility for determining the models’ appropriateness for clients.

What distinguishes Stirlingshire from most peer team firms is its affiliation with a broker‑dealer, Stirlingshire BD LLC, and its operational requirement that advisory clients use SBD and its clearing custodian Apex Clearing for execution and custody; many advisers are dually registered and can provide brokerage services, which the firm discloses and supervises. The brochure also notes several atypical arrangements — an equity warrant granted to Apex for ownership in Stirlingshire, referral agreements (Finalis), and AIM model fees routed to the firm’s Chief Market Strategist — and the firm operates an unusually large office network for a team of its size (24 offices with advisors working remotely).

Based on Stirlingshire Investments

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments Annuities

Based on Stirlingshire Investments

Location

Chicago IL

Advisors at this office

1

Advisors at this office

Jared G

Series 65, Series 66, Series 7, RICP®

Chicago, IL

Stirlingshire Investments

Jared Goldstine is a dedicated financial advisor at Stirlingshire Investments, bringing 8 years of hands-on industry experience to help clients achieve their financial goals with confidence and clarity. He holds the Series 7 license and is a Retirement Income Certified Professional (RICP). Jared has built his expertise at respected firms including Park Avenue Securities, Guardian Life Insurance Company and Northwestern Mutual. In addition to his professional work, Jared serves as Vice President of First Choice Networking Group, a professional networking organization, where he volunteers his time to connect business leaders and foster meaningful relationships in the community. Stirlingshire Investments is a forward-thinking wealth management firm on the leading edge of AI and technology in the financial services industry. We deliver discretionary portfolio management to individuals, trusts, families, and institutions — serving both non-high-net-worth and high-net-worth clients with sophisticated, personalized strategies. By combining deep human expertise with advanced AI-powered analytics, machine learning models, and cutting-edge technology platforms, Stirlingshire provides a significant edge in portfolio construction, risk management, and opportunity identification. Our team utilizes multiple analytical methods and offers a broad range of investment solutions, including mutual funds, ETFs, fixed income, REITs, private placements, and venture/alternative vehicles. At Stirlingshire, we believe the future of wealth management belongs to those who intelligently merge proven financial principles with the most advanced tools available. Jared Goldstine and the entire team are committed to delivering innovative, technology-enhanced investment solutions tailored to each client’s unique objectives, risk tolerance, and timeline.

Long-term care insurance Active portfolio management Wealth management Tax-loss harvesting General retirement planning Scientific Professional Retired Doctor or Medical Professional Executive Mid-Career Professionals Established Professionals Approaching retirement Retired
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