- Initial Meetings
- Investment Policy Development
- Asset Allocation
- Portfolio Customization
- Investment Plan Implementation
- Periodic Client Reviews
Sterling’s goal is to learn as much as possible about the needs of our clients. We ask a lot of questions.
In assessing each situation, we consider such factors as investment goals, risk tolerance, income needs, time horizon, tax requirements and any other unique circumstances a client may have.
Following a comprehensive review of a client's objectives, we can develop a tailored solution to meet those needs.
Our clients have complex needs that require our full understanding and a wide range of sophisticated solutions.
Sterling Advisors is a division of BB&T Securities, LLC. Member FINRA(opens in a new tab)/SIPC(opens in a new tab). A Registered Investment Advisor. BB&T Securities, LLC is a wholly owned nonbank subsidiary of BB&T Corporation. Securities and insurance products or annuities sold, offered or recommended by Sterling Advisors are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. To learn more about the regulatory and financial services background of the firm and its current associates, please visit FINRA BrokerCheck(opens in a new tab).