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Investment Advisory

Sterling Capital, LLC is an independent, fee based, investment advisory consulting firm specializing in meeting the investment needs of affluent individuals and owners of privately held businesses. We take a holistic approach to investment management that incorporates our proprietary financial modeling and tax efficient investing. Our consolidated quarterly reports provide our clients a comprehensive overview of their total portfolio.

Holistic:

Sterling Capital's holistic investment management uses a "big picture" approach to providing investment advice. This approach treats the clients' personal and business resources, not as separate assets, but as pieces of an integrated portfolio. MORE

Financial Modeling:

The financial model is the cornerstone of Sterling Capital's holistic approach to investment management. We create a detailed financial model, which incorporates all assets, all sources of income, uses of cash and tax records, to project how specific investment strategies could impact a client's overall net worth. MORE

Tax Efficient Investing:

One of the consequences of trading in the market is paying taxes on any capital gains. With planning, however, tax efficient strategies can significantly improve after-tax returns. While we don't want to let taxes dictate investment choices, we actively employ investment strategies to minimize taxes. MORE