Toggle navigation

Fixed Income

Fixed Income Team

Sterling’s Fixed Income Team is comprised of 25 seasoned professionals led by Richard T. LaCoff and Mark M. Montgomery, CFA® and works together in top-down analysis including duration, yield curve, and sector analysis.


Philosophy

  • Independent, fundamental research is the foundation of our investment process
  • We strive to deliver a predictable and understandable portfolio that produces a competitive rate of return and consistent income stream
  • Most individual investors purchase bonds for income, capital preservation, and diversification benefits; not for a short-term trade
  • Many sectors of the bond market are fragmented and inefficient, offering opportunities for selective investors

Low Cost
  • Reduced cost due to lower management fees than many others
  • Seek best execution at all times
  • Utilize automated trading platforms
  • Extensive dealer network


Transparency
  • Real time access to portfolio holdings and trade activity
  • Understand sector and security exposures

Liquidity
  • Focus on more liquid sectors and securities
  • Greater liquidity improves pricing, enables rebalancing, and reduces transaction costs

Customization
  • Legacy low-basis holdings
  • Social concerns
  • Tax-loss harvesting

Impact
  • Never pay taxes on capital gains that you didn’t generate
  • Not subject to the potentially adverse impact of mutual fund inflows and outflows

Operational Efficiency
  • Simplified transition when hiring or removing managers
  • In-kind transfer of securities


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 BB&T 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 BB&T 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 BB&T Corporation, Branch Banking and Trust Company or any affiliate, are not guaranteed by Branch Banking and Trust Company 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.