Toggle navigation

Advisory Solutions Services

In addition to our flagship Advisory Solutions products, Sterling also offers Advisory Solutions services to institutional investors.

For clients seeking comprehensive asset allocation and investment selection solutions, Sterling Capital’s Advisory Solutions Team combines its asset allocation framework with a comprehensive investment manager search and selection methodology to create the Advisory Solutions portfolios. These open architecture multi-asset class portfolios are constructed using specific risk and return objectives with a goal of delivering consistent long-term risk adjusted performance for our clients.

Sterling's Advisory Solutions Services includes:

  • Fully-customizable portfolio construction and maintenance
  • Dedicated team, ongoing fiduciary oversight, immediate and simplified execution
  • Proprietary, low tracking error institutional asset allocation modeling
  • Rigorous manager screening and ongoing monitoring
  • Significant scalability
  • Access to top investment managers: SMA, mutual fund, ETF, hedge funds, etc.
  • Investment policy consultation and compliance
  • Comprehensive reporting and analytics
  • Environment, social and governance (ESG) capabilities
  • Culture of risk management
  • Marketing and sales support


For more information about Sterling Capital Advisory Solutions Services, contact Tony DeLucia:

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.