Strategies
Our customized and mutual fund-managed investments cover a range of strategic asset categories. Options include taxable and tax-exempt fixed income portfolios, multiclass equity portfolios, and comprehensive solutions through our Advisory Solutions team. Click here to view the resource center.
Institutional Equity
Fundamental
- Mid Cap Value Equity
- Small Cap Value Equity
- Small-Mid Cap Value Equity
Equity Opportunities
- Enhanced Equity
- Equity Income
- Focus
- Global Leaders
- Insight
- SMID Opportunities
- Special Opportunities
Focused Factor
- International Focused Factor
- Large Cap Value Focused Factor
- Small Cap Value Focused Factor
Stratton Relative Value
- Stratton Mid Cap Value
- Stratton Real Estate
- Stratton Small Cap Value
Institutional Fixed Income
Fixed Income
- Cash Management
- Enhanced Cash
- Intermediate-Term Fixed Income
- Liability Matched
- Long-Term Fixed Income
- Sector Focused
- Short-Term Fixed Income
- Taxable
- Tax-Advantaged
- Tax-Exempt
Mutual Funds
Equity Funds
Fixed Income Funds
Shareholders: (800) 228-1872 | Option 1
Financial Advisors: (800) 228-1872 | Option 1 for Internal Sales Desk
Advisory Solutions Models
For more information contact Anthony DeLucia:
(919) 716-6237 | tdelucia@sterlingcapital.com
Separately Managed Accounts
Equity Separately Managed Accounts
Equity Opportunities SMA Portal
For more information call:
(888) 228-1872 | Option 1 for Internal Sales Desk
Fixed Income Separately Managed Accounts
*AL, AZ (Intermediate Only), CA, GA, KY, MD, NC, NY, OH, PA, SC, TN, TX (Intermediate Only), VA & WV.
For more information call:
(888) 228-1872 | Option 1 for Internal Sales Desk