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Sterling Investment Counsel

EST. AUM
$1,034,282,441

CONTACTS
4

CLIENT ACCOUNTS
2,253

Firm Details

Metro area Buffalo
CRD Number 282624
Website sterinv.com
Client types

Overview

Sterling Investment Counsel, LLC is an independent, SEC Registered Investment Advisor that focuses on providing comprehensive investment management services. The firm is committed to helping its clients design, implement, and manage a custom portfolio to match their investment objectives. With strategic asset allocation at the forefront of its investment philosophy, the firm manages risk through proper diversification among asset classes including stocks, bonds, mutual funds, ETFs, cash, and alternative asset classes. Its goal is to build and manage its clients' wealth for the long term utilizing its investment experience, research capabilities, and ongoing monitoring of the capital markets. It is its fiduciary duty to ensure its clients are properly diversified and their investments are managed according to their risk and return objectives.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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