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, separately managed accounts, model portfolios, and other commingled vehicles offered through a variety of intermediary and managed account platforms.
Five 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 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
2024
Sterling Capital Management (SCM) is acquired by Guardian Capital LLC, becoming an indirect, wholly-owned subsidiary of Guardian Capital Group Limited.
2020
Sterling Capital launches its first ETF.
2019
Truist Financial Corporation (BB&T Corporation and SunTrust Banks merger) is completed and 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.1
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.2
1984
SMC is sold to United Asset Management.
1977
SMC is purchased by Interstate Securities. 3
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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