STERLING FUTURES

Overview

Sterling Futures is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fee model includes asset-based fees alongside hourly and fixed-fee arrangements. Sterling Futures is identified as a capital allocator, and its service set suggests it can implement portfolios directly or by engaging outside managers. Regulatory details in the snapshot are limited (SEC registration year not listed), and the firm does not identify as an active ESG investor. It reports an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives