Sterling Capital Management offers investment management services to institutions and individuals, including separate accounts, wrap programs, and model programs. Sterling also provides outsourced chief investment officer (OCIO) services and manages registered investment companies and other pooled vehicles. Sterling's services include fixed income, equity, and asset allocation strategies. Sterling is an indirect, wholly-owned subsidiary of Guardian Capital Group Limited.
Fee Structure
Sterling Capital Management's fees are based on an annual rate applied to the total value of your portfolio. Fixed fees may be set when the amount of work involved is not directly related to the portfolio value. Fees and minimum account sizes may vary or be negotiable depending on various factors. Fees are generally billed quarterly, in advance or arrears. Performance-based fees may be available where applicable by law.