STERLING INVESTMENT MANAGEMENT

Sterling is one of the largest independent, employee-owned firms in the Southwest. We offer customized portfolio management and comprehensive financial planning services. Since 1995, our firm has provided multifaceted investment management services to high-net-worth individuals, foundations, endowments, and corporations throughout the United States... We are an investment management firm dedicated to the principles of integrity, trust, and accountability. For over 25 years, we have created sophisticated portfolios of individual securities designed to meet each client's financial management objectives... Sterling's portfolios are composed of individual securities which are not only extremely tax-efficient within each portfolio, but also eliminates the unnecessary layers of fees and expenses hidden throughout the financial services industry.

Also known as: Sterling, Sterling Investment Management, LLC

Primary location: Tucson United States