Upscale your investment approach

Portfolio management
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The Sterling Bridge platform allows our Relationship Managers to move their offering upscale, thereby opening a door to what has typically been the domain of high net worth individuals and families. On a very selective basis, we seek out independent portfolio management firms who share similar philosophies, thereby enabling our Relationship Managers access to institutional grade portfolio management.

Knowing that the majority of your clients’ investable assets are under the stewardship of professional money managers, you are enabled to grow your business, and add value to your existing clients by further understanding some of their other needs such as tax, insurance, and legacy planning.