HOLISTIC

A holistic approach to investment management is vital when working with clients with complex financial situations. Our exclusive financial model links the client's diverse assets together to provide an in-depth profile of the client's financial situation. By evaluating the total portfolio rather than just working with a portion of the assets, we are better able to make recommendations that meet our client's overall objectives.

For instance, a client comes to Sterling Capital, LLC with both personal and qualified assets. The investment choices within the 401K plans are solid but the universe of funds is limited. Using our holistic investment approach, Sterling Capital, LLC would weigh the relative performance of each 401K-plan alternative; recommend the best funds within the plan, then backfill the clients asset allocation in other accounts around the recommended 401K funds.