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Fixed Income

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Fixed Income Team

Sterling’s Fixed Income Team is led by Mark M. Montgomery, CFA® and work together in top-down analysis including duration, yield curve, and sector analysis.


  • 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

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

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

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

  • 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 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 that these methods will be successful. 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, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated 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.