The overall investment strategy of Sterling is geared toward wealth preservation, rather than wealth maximization. You know how to make money. We help you keep it in the face of a downturn or a “black swan” event in the world economy.

Sterling works with you to develop a complete and comprehensive understanding of your current and future financial goals and expectations, and then recommends diversification and asset allocations that meet your current needs and achieve those goals. We can identify, select and evaluate managers and provide ongoing performance monitoring and reviews.

At your request, we will also suggest alternative and venture capital investments and/or evaluate investment opportunities that are presented directly to you.

Sterling also offers its clients investment opportunities available nowhere else. Not only do we seek out unique private equity investments, but we are also approached by some of the top industry leaders who know our reputation for making sound investments.