Who We Are
Over the years, we've witnessed a shift in the industry. Rather than focusing on a client's personal needs, it seems that many advisors and large firms are concerned with making sales or fitting clients into a model portfolio. However, no two people are the same, and we believe their financial strategies should reflect their unique situations and individual goals. At Sterling Portfolio Managers LLC, we formed our firm with the desire to help individuals and families develop personalized financial and investment strategies that can grow with them throughout the many milestones of life.
Your Trusted Advisor
We are a caring, loyal, and reliable team. We enjoy working closely with our clients, simplifying the complex and time-consuming task of maintaining a personalized financial strategy. We treat all of our clients with the same level of personalized attention, and often work with them and their families through multiple generations. We combine our passion for the financial markets with our commitment to serving others.
The Power of Independence
As an independent firm, we don't have quotas to meet or specific products to sell. Instead, we offer truly personalized service and develop strategies based on a client's individual needs and goals. We have access to a wide range of investment strategies and products, as well as up-to-date research, resources, and tools. As a result, we can offer the services of a large firm with the personalized attention and care of a community practice.
To learn more about how we may be able to help you pursue your goals, contact our office today.