About Us

Our associates have forged their reputation over more than four decades of long-term investment management during a variety of market cycles.

Sterling Advisors was established through the merger of Stratton Management Company and Valley Forge Asset Management Company, two storied firms that each have a more than 40-year history of providing highly customized equity, balanced and fixed income management.

We manage over $2.2 billion1 in assets, representing hundreds of tenured client relationships.

Sterling’s clients include institutions, pensions, endowments, foundations and high-net-worth families who value the ability to build a long-term relationship with investment professionals who have a true understanding of the markets.

1 As of December 31, 2018

Sterling's enduring commitment to our guiding principles has enabled us to become an asset manager for sophisticated investors.

Sterling Advisors’ guiding principles are based on the conviction that each client is unique and deserves a customized approach and solution.

These principles provide the foundation for our daily interactions, strategy and decision making:

  • Our clients have complex needs that require our full understanding and a wide range of sophisticated solutions.
  • Comprehensive wealth management should include not only managing the investment portfolio, but also helping to coordinate our clients’ estate, tax, insurance, banking and other financial needs.
  • Sophisticated, affluent clients benefit most from a disciplined, long-term investment process.
  • Asset allocation is critical in producing returns that meet expectations; diversification among different asset classes and investment styles reduces risk and produces more consistent returns.
  • Tax efficiency and planning are significant factors affecting the ultimate success of our wealth management strategies.
  • Employing strategies across a broad spectrum of traditional and non-traditional asset classes is essential for optimal performance.

We stand ready to help you create a lasting legacy that best reflects your values and passion.

In focusing our energy on the complex needs of institutions and affluent families, our philosophy for success is based on:

  • Understanding our clients’ goals, which drives investment strategy and risk tolerance
  • Comprehensive planning for our individual clients that integrates investment management, estate planning and wealth transfer, tax planning, retirement and education planning, private banking, insurance and family risk management, and fiduciary services
  • Development and consistent execution of a disciplined strategy to achieve those goals
  • Customized services and strategies
  • Commitment to client service coupled with consistent and frequent communication

Our commitment to excellence on behalf of each client is driven by core values that emphasize integrity, objectivity, flexibility and our role as trusted advisor and advocate, putting our clients’ best interests first.