Sterling Advisors maintains a robust and experienced team of portfolio managers and analysts who combine fundamental research and economic insight to construct portfolios that participate in market opportunities while focusing on long-term preservation of capital.
Our team draws from a wide variety of research sources and combines those findings with their own proprietary analysis to identify securities that meet the criteria for inclusion in our portfolios.
We recognize that market fluctuations are unpredictable and our clients’ portfolios must be continually examined. While we do not believe in market timing, we do periodically rebalance portfolios to maintain our asset allocation targets.
In addition, clients’ circumstances often change, necessitating a modification in investment policy. We make certain that such adjustments are implemented smoothly and monitored consistently.