We are experienced investment professionals.
Our two principals have over 60 years of combined investment experience. We share a commitment to excellence and a real passion for investing. We love what we do, and it shows.
We focus on protecting and growing our clients’ wealth.
We are not distracted by conflicting interests or competing motives. We are not bankers, brokers, underwriters, or sales people. Our focus is solely on managing our clients’ wealth and providing exceptional personal service.
We believe portfolios should be broadly diversified across all asset classes.
Alternative Investments, including Hedge Funds, Commodities, Real Estate, and other Alternative strategies have historically been less correlated to Stocks and Bonds. Adding exposure to Alternative Investments can help reduce portfolio volatility and enhance risk adjusted returns.
We accept the Fiduciary Standard of Care with all our clients.
This means we not only have an ethical duty but also a legal obligation to act in our clients’ best interest. As members of the CFA Institute, we adhere to the Institute’s Code of Ethics and Standards of Professional Conduct.
We are fee only advisors.
We do not accept commissions. We do not participate in revenue sharing agreements with others. Our allegiance is totally to our clients. When appropriate, we may draw on strategic relationships with other professionals, but we never accept and we never pay fees for referrals.
We are privately held and employee owned.
This means we are not devoted to shareholders or outside investors. We have no pressure to sell branded products or increase revenues at the expense of client service. Our clients always come first.
We are dedicated to our clients’ success.
To align our interests, we invest OUR OWN wealth right alongside our clients’ wealth. We practice what we preach. We eat our own cooking. We succeed when our clients succeed.
Sterling Investment Management, Inc. is a Registered Investment Advisor registered with the State of Georgia and has been providing objective, independent, fee-only investment advice to high net worth individuals, families and institutions for more than 27 years. Sterling is based in Atlanta, Georgia and serves clients throughout the country.