Sterling Growth Investments, LLC

Overview

Sterling Growth Investments, LLC is a small, single-office advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and favors liquid, exchange-listed equity exposure as the primary building block of client portfolios. It is structured as a limited liability company with individual ownership and is not positioned as a multi-state or pension consultant adviser. Sterling Growth does not self-identify as an active ESG investor. Given the scale of its business and client base, the firm appears to operate as a boutique RIA offering discretionary management rather than broad institutional services. Investment activity centers on equities and mutual fund products, supplemented by allocations to external hedge fund managers where appropriate for qualified clients. The adviser’s allocation decisions suggest a preference for marketable securities that provide liquidity and straightforward implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices