STERLING INVESTMENT ADVISORS,LLC

Overview

Sterling Investment Advisors, LLC is an independent registered investment adviser that works with both individuals/families and institutional clients. The firm emphasizes portfolio management and financial planning, charging fees as a percentage of assets under management and also offering hourly and fixed-fee arrangements. Investment activity is centered on public funds—mutual funds and ETFs—while the firm also sources private-market exposure through third-party managers. Sterling is not an active ESG investor and does not position itself as a multi-state or pension consultant; it operates under individual ownership and has been SEC-registered since 2005. Sterling’s manager allocation tilts toward liquid public instruments for core portfolios, combined with selective allocations to private equity and private credit when appropriate. That mix suggests a pragmatic approach: use low-cost pooled vehicles for broad market exposure and outsource illiquid, return-enhancing strategies to specialist alternative managers rather than running a proprietary capital-allocation platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices