Sterling Investment Management

  • Investment Bank/Securities Brokerage
  • Catalina Foothills AZ
  • 5 employees
  • Investment Management
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Company Overview

Headquarters
6262 North Swan Road, Suite 210, Catalina Foothills AZ
Website
sterlinginvestmentmanagement.com
Phone
(520) 293-3311
Employees
5
Founded in
1995
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$3B

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Who is Sterling Investment Management

Sterling Investment Management is an investment management firm based in Catalina Foothills, Arizona. The company employs 5 individuals and generates approximately $2.5 million in annual revenue. Sterling Investment Management specializes in providing comprehensive financial solutions for affluent families, trusts, foundations, endowments, and corporations. Their services are tailored to meet the specific financial needs of each client, focusing on wealth preservation, asset growth, and capital transition for future generations. The firm prides itself on utilizing a proprietary, disciplined investment process that combines their clients' sophisticated financial requirements with a strategic approach to investment management. This personalized methodology aims to create long-term, sustainable investment solutions for their clientele. For inquiries, potential clients can visit Sterling Investment Management's website at sterlinginvestmentmanagement.com.

Company Leadership

Crystal Kelly

Director of Client Services

Phone Email

Sterling Investment Management Industry Tags

Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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FAQ

What is the location of Sterling Investment Management's headquarters?
The headquarters of Sterling Investment Management are situated at 6262 North Swan Road, Suite 210, Catalina Foothills AZ
What is Sterling Investment Management's phone number?
Sterling Investment Management's contact number is (520) 293-3311.
What is Sterling Investment Management's official website?
The official website of Sterling Investment Management can be found at sterlinginvestmentmanagement.com.
What is Sterling Investment Management's current revenue?
As of August 2015, Sterling Investment Management's annual revenue reached $3B.
How many employees does Sterling Investment Management currently have?
Sterling Investment Management employs approximately 5+ people as of August 2015
Which industries is Sterling Investment Management primarily operating in?
Sterling Investment Management operates in the following industries: Investment Management
Who is the Director of Client Services of Sterling Investment Management?
Sterling Investment Management's Director of Client Services is Crystal Kelly
What are Sterling Investment Management's industry tags?
Sterling Investment Management's industry tags include: Investment Bank/Securities Brokerage, Management Investment, Open-ended
When was Sterling Investment Management founded?
Sterling Investment Management was founded in 1995.

Employee Directory

Key Employees

Casey Hoyt

Operations Assistant

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