STERLING RETIREMENT GROUP OF SACRAMENTO

Overview

Sterling Retirement Group Of Sacramento is an independent registered investment adviser that positions itself as a capital allocator for individual, family and institutional clients. The firm is SEC-registered in 2023 and is owner-operated. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, and the firm also operates as an insurance broker. Fee arrangements are flexible—percentage-of-AUM, hourly, fixed-fee engagements and commission-based work are all used depending on the client relationship and services delivered. On the investment side, the firm tilts heavily toward pooled public funds: mutual funds and similar vehicles make up the largest share of its managed assets. Most assets are managed on a discretionary basis, and the firm uses third-party managers when it serves as an allocator into alternative strategies. Sterling Retirement Group Of Sacramento is not an active ESG investor and is not set up as a multi-state adviser.

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Investments & Alternatives

Location & Offices