Strategies

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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.

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

Model Managers

Advisory Solutions Portal

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

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. 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, a separate 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.

STERLING CAPITAL FUNDS ARE:

Not a deposit - Not FDIC insured - Not guaranteed by the bank - Not insured by any government agency - May lose value

An investor should consider a fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the Sterling Capital Funds can be found in the Funds' prospectus. To obtain a prospectus, please call 1 (888) 228-1872 or view our fund information here. Please read the prospectus carefully before investing.

Sterling Capital Management LLC, a separate subsidiary of Truist Financial Corporation, serves as investment adviser to the Sterling Capital Funds and is paid a fee for its services as described in the prospectus. Shares of the Sterling Capital Funds are not deposits or obligations of, or guaranteed or endorsed by, Truist Bank or its affiliates. The Funds are not insured by the FDIC or any other government agency. The Funds are distributed by Sterling Capital Distributors LLC, which is not affiliated with Truist Bank or its affiliates.

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