Our Approach

At Sterling Investment Advisor we deliver sophisticated wealth strategies with proven results. Our proprietary algorithms and economic overlays in our Sterling Wealth Strategies make us unique by allowing us to preserve capital while achieving class leading returns. Unlike the majority of managed mutual funds that underperform their benchmark, the Sterling Wealth Strategies have consistently outperformed the market and continue to do so.

We understand that successfully navigating the financial markets can be a daunting task. Obstacles like poor performance, low fixed interest rates, and turbulent market conditions can derail even the savviest investor. By partnering with Sterling Investment advisor you can leverage our experience, systems, and expertise to guide you and your loved ones to a more confident and secure tomorrow.

Our Arizona financial planning firm was founded on the investment premise of downside protection as investors simply cannot afford to lose their hard earned money. We are proud of our rich heritage and proprietary solutions that have protected our clients from down markets while allowing them to achieve consistent growth. Our goal is to provide our clients with greater confidence and complete transparency. We look forward to delivering these unique portfolio solutions to you as part of a comprehensive investment plan.

At Sterling Investment Advisor, we seek to preserve capital first. We recognize that not losing money is an important part of successful investing. Our investment mandate is centered around avoiding major down market corrections while capitalizing on upward market movements. We understand a big part of financial freedom is having your heart and mind free from worry about the what-ifs of life. It’s this unique approach that allows our clients to invest toward retirement worry-free.

Connect With Us

Feel free to reach out to us with any questions you might have or to let us know how we can serve you.

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