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Who We Are

About Sterling Capital

1970

Established

$75B

USD in AUM + AUA
As of 03.31.2023

6

Distinctive
Investment Teams

180

Teammates

photo of Sterling Capital's HQ

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, exchange-traded funds, separately managed accounts, model portfolios, or a mix of vehicles.

Six 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.

Contact Us

Our Mission

Sterling Capital Management seeks to:

Provide

Superior investment performance and exceptional service.

Foster

An environment built on integrity, communication, respect and teamwork.

Grow

Profitability in order to attract and retain the best people.

Embrace

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.

Above All Else

We aim to provide long-term consistent investment performance and exceptional client service. What matters most to you matters most to us.

Independently Operated

We are an independently-operated subsidiary of Truist Financial Corporation, offering us shared resources, financial stability and support.

Our Locations

We're happy to discuss our solutions and services in more detail. Call, email, or schedule an in-person meeting at your convenience.

Full Service

The firm has grown and become full service, offering investment solutions in a variety of formats, including mutual fund, SMA and UMA model delivery.

Asset Management

We provide investment management services to a diverse group of clients ranging from retail to corporations and non-profits.

Investment Processes

Our investment teams share common resources; each with its own research team, process and philosophy to best serve our clients.

concrete bridge with zig zag pattern viewing the ocean

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.

Leadership Team   Investment Professionals

modern business office with glass windows

Sterling Capital

Historical Timeline

2020

Sterling Capital launches its first ETF.

2019

Sterling Capital Management’s (SCM’s) parent company, BB&T Corporation and SunTrust Banks complete the merger of equals to form Truist Financial Corporation, the sixth-largest U.S. commercial bank1. 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.2

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.3

1984

SMC is sold to United Asset Management.

1977

SMC is purchased by Interstate Securities. 4

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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