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Firm Facts

Mission Statement

Sterling Capital Management is driven to deliver what matters most to our clients.
As such, we seek to:


Superior investment performance and exceptional service.


A work environment built on integrity, communication, respect and teamwork.


Profitability in order to attract and retain the best people.


Change as a means of improving the quality of our services.

The views expressed represent the opinions of Sterling Capital Management.
Any type of investing involves risk and there are no guarantees that these methods will be successful.

Who We Are

  • Founded in 1970 and proudly headquartered in Charlotte, NC, Sterling Capital Management LLC is a group of 148 seasoned investment and client service professionals who manage $75 Billion in AUM + AUA (as of 06.30.2022).
  • Our headquarters are in Charlotte, NC, with offices in Raleigh, NC; Virginia Beach, VA; Jupiter, FL; Philadelphia, PA; and San Francisco, CA.
  • We are an investment adviser registered with the U.S. Securities & Exchange Commission and an independently-operated subsidiary of Truist Financial Corporation.
  • The firm has grown and become full service, offering investment solutions in a variety of formats, including mutual fund, SMA and UMA model delivery.
  • We provide investment management services to a diverse group of clients ranging from retail to corporations and foundations.
  • Investment Teams share common resources; each with its own research team, process and philosophy.
  • Above all else, Sterling aims to provide long-term consistent investment performance and exceptional client service. What matters most to you matters most to us.


What We Offer

  • Distinct investment teams with a common goal to generate strong risk-adjusted returns.
  • National sales support you need to assist in getting the best solutions for your clients.
  • Access to our investment teams with locations across the United States.

Fixed Income

Equity Opportunities

Fundamental Equity

Stratton Relative Value

Behavioral Finance

Advisory Solutions

Our Philosophy

As a firm, Sterling 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.


The Sterling Crest

The Sterling Crest was created as a symbol of who we are, where we came from and what we are striving to achieve. The “S” signifies Sterling Capital Management, our firm name. We paid homage to our beautiful state of North Carolina by including the cardinal state bird, dogwood state flower and towering bars to represent the North Carolina Blue Ridge Mountains. Finishing off the crest is the Latin phrase, “Pulsus Ut Libera,” which translates to “Driven to Deliver.”

Sterling Capital Logo

Any information or opinions contained on this Website are those of Sterling Capital Management LLC, and not of Truist Financial Corporation or its executives. They are for general information only and are not meant to be predictions or an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. This information and these opinions are subject to change without notice. Any type of investing involves risk and there are no guarantees that these methods will be successful. Sterling Capital Management LLC does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.

Investment advisory services are available through Sterling Capital Management LLC, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.