Per Stirling Capital Management is an S.E.C.-registered investment advisory firm specializing in holistic financial planning, investment portfolio management, and other comprehensive wealth management services that are as unique and varied as are its clients. Our portfolio management services are as unique and varied as the financial objectives of our clients, and include both custom-designed portfolios and company-sponsored growth portfolios.
Per Stirling Capital Management is an S.E.C.-registered investment advisory firm specializing in holistic financial planning, investment portfolio management, and other comprehensive wealth management services.
Per Stirling Capital Management is an S.E.C.-registered investment advisory firm specializing in holistic financial planning, investment portfolio management, and other comprehensive wealth management services.
Services
At Per Stirling, our commitment to help you build and manage your wealth begins with a detailed understanding of your specific goals and situation. A deep knowledge of your needs and aspirations is key to implementing the services listed below, each of which is designed to help you to achieve the lifestyle and goals that you envision.
As strange as it may sound, Per Stirling is not for everyone. At least, not initially. For most people, a "do-it-yourself approach" or even one of the increasingly available "robo-advisor" platforms may be sufficient when one is in the early stages of building towards their financial goals.
In such situations, when one's financial life is not that complicated and one's portfolio does not demand ongoing professional advice and management, working with a firm like Per Stirling may be an unnecessary luxury.However, as you increasingly achieve a certain level of success or have successfully amassed a substantial amount of wealth, your goals, opportunities, and vulnerabilities increase in both number and complexity.
In such situations, when one's financial life is not that complicated and one's portfolio does not demand ongoing professional advice and management, working with a firm like Per Stirling may be an unnecessary luxury.However, as you increasingly achieve a certain level of success or have successfully amassed a substantial amount of wealth, your goals, opportunities, and vulnerabilities increase in both number and complexity.
At Per Stirling, we are humbled and honored that the firm has been recognized for both its industry expertise and its business ethics and culture. This recognition specifically includes both the firm's fiduciary commitment to always put the best interests of its clients above all else and how Per Stirling treats each and every member of its team.
Per Stirling measures success by quality rather than quantity, which means that we continue to be very selective about advisors who join our team. However, if you are an advisor, planner, or registered representative who shares our commitment to the highest standards, and who is interested in associating with like-minded professionals, we look forward to hearing from you.
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