Advisory Solutions

Custom Portfolios. What matters most to you matters most to us.

Advisory Solutions
Sterling’s Advisory Solutions Team is comprised of eight* seasoned professionals led by James C. Willis, CFA®, and is dedicated to providing comprehensive asset allocation and investment selection for wealth and institutional clients. We provide customized client solutions through the utilization of a fundamentally-driven and quality-focused investment process with a goal of delivering outstanding long-term risk-adjusted performance.

Asset Allocation
Our asset allocation process applies deep historical analysis and rigorous testing to identify market information that is systematically mispriced. Asset class return forecasts are considered within a detailed risk framework to determine asset class weights. Portfolio risk is tactically managed based on the attractiveness of investment opportunities while adhering to a set risk budget.

Investment Manager Selection
We employ a comprehensive and rigorous manager search and selection methodology that is rational, well-defined, disciplined, and consistently applied to identify investment strategies that we believe are positioned to consistently generate risk-adjusted outperformance for our clients throughout multiple market cycles.

Portfolio Construction
Complementary investment strategies are combined with the asset allocation framework to produce a favorable risk and return profile. With a clearly defined and unwavering dedication to client service, our process allows you to focus on managing your practice/business.

* Includes Kevin Stoll and Alex Harshberger

 

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