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Advisory Solutions

Driven by Research, Applied with Discipline

Sterling Capital’s Advisory Solutions Team provides an array of multi-asset class investment models for wealth and institutional clients. Our customized client solutions utilize a fundamentally-driven and quality-focused investment process with a goal of delivering outstanding long-term risk-adjusted performance. Comprised of seven seasoned investment professionals and led by James C. Willis, CFA®, the team’s process includes comprehensive asset allocation, manager search and selection, and portfolio construction.


Advisory Solutions Services

In addition to our flagship advisory solutions products, we also offer Advisory Solutions services to institutional investors.

View Advisory Solutions Services


Objectives

  • Employ a comprehensive and rigorous manager search and selection methodology that is rational, well-defined, disciplined and consistently applied
  • Identify investment managers that we believe are positioned to consistently generate risk-adjusted outperformance for our clients throughout multiple market cycles
  • Avoid behavioral biases and pitfalls that can lead to sub-optimal results
  • Make the distinction between skill and luck

 


Process

Sterling Process Pie Chart

Investment Manager Selection
We employ a comprehensive and rigorous manager search and selection methodology that is rational, well-defined, disciplined, and consistently applied to identify investment strategies that we believe are positioned to consistently generate risk-adjusted outperformance for our clients throughout multiple market cycles.

Asset Allocation
Our asset allocation process applies deep historical analysis and rigorous testing to identify market information that is systematically mispriced. Asset class return forecasts are considered within a detailed risk framework to determine asset class weights. Portfolio risk is tactically managed based on the attractiveness of investment opportunities while adhering to a set risk budget.

Portfolio Construction
Complementary investment strategies are combined with the asset allocation framework to produce a favorable risk and return profile. With a clearly defined and unwavering dedication to client service, our process allows you to focus on managing your practice/business.


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.