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Four Step
Manager Selection
Due Diligence
 

 
   

WHAT YOU CAN EXPECT WHEN WE MANAGE YOUR ACCOUNTS:

  
 

bullet Investment Profile & Extensive Financial Plan
bullet Investment Policy Statement
bullet Asset Allocation Strategy
bullet Rebalancing Quarterly or Semi-Annually (based on client profile)
bullet Comprehensive Performance Reporting

 
Our clientele includes affluent families, business owners, corporate executives, foundations, corporations and endowment funds, who value our comprehensive approach to managing wealth. Current and future assets are analyzed, liabilities weighed, and financial planning strategies implemented. Then, we offer periodic reviews to determine if your investment strategy remains aligned with your goals, and proactively propose and implement solutions.
1808 Aston Avenue | Suite 245 | Carlsbad, CA 92008 | Tel 760.603.8881 | T/F 866.738.7415 | Fax 760.603.8882

Copyright ©2011 Sterling Wealth Management Group, Inc. Advisory services provided by Sterling Wealth Management Group, Inc., an Investment Adviser registered with the SEC.  Advisory services are only offered to clients or prospective clients where Sterling Wealth Management Group, Inc. and its representatives, are properly licensed or exempt from licensure.  This website is solely for informational purposes. No advice may be rendered by Sterling Wealth Management Group, Inc. unless a client service agreement is in place. Securities offered through Comprehensive Asset Management and Servicing, Inc., 2001 Route 46, Ste 506, Parsippany, NJ 07054, Phone 973.394.0404. Member FINRA/SIPC/MSRB.