Sterling Advisor Group

Sterling Investment Advisor, operating as Sterling Advisor Group, offers advisory management services through its Manager of Managers Program and advisory referral services. Sterling Advisor Group helps clients develop a personalized asset allocation strategy based on their goals and risk tolerance, and then matches them with independent portfolio managers or registered investment advisers, such as AMP Wealth Management and W.E. Donahue, who handle the actual day-to-day management of the portfolio. Sterling Advisor Group monitors the performance of these third-party managers on an ongoing basis and has the authority to hire, fire, or reallocate client assets to different managers as needed. In addition to investment management oversight, the firm's team members are also licensed insurance agents through Sterling Insurance and can recommend alternative investments through Sterling Revenue Group, providing additional avenues for client implementation if desired. The firm works with individuals, high net worth individuals, pension plans, charitable organizations, and business entities.