Sterling Capital
What We Offer
Sterling Capital is an asset manager headquartered in Charlotte, NC. We provide national sales support so you can satisfy your client’s investment objectives.
Our investment advisory services include mutual funds, exchange-traded funds, separately managed accounts, model portfolios, or a mix of vehicles.
Six investment teams can provide you fixed income, active equity, and multi-asset solutions. We'd be happy to discuss our solutions and services in more detail.
Our Mission
Provide
Superior investment performance and exceptional service.
Foster
An environment built on integrity, communication, respect and teamwork.
Grow
Profitability in order to attract and retain the best people.
Embrace
Change as a means of improving the quality of our services.
Above All Else
We aim to provide long-term consistent investment performance and exceptional client service. What matters most to you matters most to us.
Independently Operated
We are an independently-operated subsidiary of Truist Financial Corporation, offering us shared resources, financial stability and support.
Here To Help
We're happy to discuss our solutions and services in more detail. Call, email, or schedule an in-person meeting at your convenience.
Full Service
The firm has grown and become full service, offering investment solutions in a variety of formats, including mutual fund, SMA and UMA model delivery.
Asset Management
We provide investment management services to a diverse group of clients ranging from retail to corporations and non-profits.
Investment Processes
Our investment teams share common resources; each with its own research team, process and philosophy to best serve our clients.
Our Philosophy
Sterling Capital is dedicated to providing outstanding investment performance and exceptional client service
We achieve this by maintaining a consistent risk management process and a service-focused business model.
As an objectives-based investment manager, we strive to provide attractive risk-adjusted returns to the assets you place in our trust. To achieve this, our primary goal is defining and managing acceptable risk. We believe success in today’s often unpredictable markets requires equal parts experience, consistency, agility, and the ability to evaluate all the risks and opportunities inherent in a given investment.
We subscribe to the adage of “if you can’t measure it, you can’t manage it.” Over the years, we’ve found that our approach helps us deliver consistent risk-adjusted performance over time.
Our Team
Thought Leaders & Analysts
We are passionate about what we do, and through our close relationships with financial professionals, institutional investors, and individual investors, we’ve seen the difference our approach has made in people’s lives since 1970.
Sterling Capital
Historical Timeline
2020
Sterling Capital launches its first ETF.
2019
Sterling Capital Management’s (SCM’s) parent company, BB&T Corporation and SunTrust Banks complete the merger of equals to form Truist Financial Corporation, the sixth-largest U.S. commercial bank1. SCM remains an independently-operated subsidiary of Truist.
2018
Sterling Capital Funds introduces the R6 Share Class.
2015
AUM tops $50 billion. The Stratton Relative Value Team joins SCM following BB&T’s purchase of Susquehanna Bancshares.
2013
CHOICE Asset Management combines with SCM and becomes known as the Equity Opportunities Group (EOG).
2010
SCM and BB&T restructure ownership. BB&T Asset Management merges into SCM. Advisory Solutions team is formed.
2008
The Behavioral Finance team is created by existing SCM personnel.
2006
AUM tops $10 billion.
2005
BB&T Corporation purchases a majority equity ownership stake in SCM.2
2001
SMC becomes an employee-owned firm, and is renamed to Sterling Capital Management, LLC (SCM).
1992
AUM tops $1 billion.
1991
SMC merges with Trinity Capital Advisors.3
1984
SMC is sold to United Asset Management.
1977
SMC is purchased by Interstate Securities.4
1973
Nisbet, Inc. is renamed Sterling Management Company (SMC), becoming a subsidiary of Interstate Securities.
1970
Nisbet, Inc. is founded by W. Olin Nisbet, III.
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