Sterling Capital Management
Financial Advising
Why pick this one
They manage $75 Billion in assets and have been established since 1970.
Best for
- affluent individuals and businesses seeking customized asset management
Look elsewhere if
- individuals looking for budget investment options
- those desiring a solo financial advisor experience
Specialties
- customized investment portfolios
- asset allocation analysis
- outsourced Chief Investment Officer services
Certifications
- registered investment adviser with the U.S. Securities & Exchange Commission
What makes them different
- managing $75 Billion in AUM + AUA
- team of 192 seasoned investment professionals
- indirect subsidiary of Desjardins Global Asset Management Inc.
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 4350 Congress Street Ste 300, Charlotte, NC 28209
- Phone
- (704) 372-8670
- Website
- http://sterling-capital.com
- popper.js@1.16.0
Services
- investment advisory services