Sterling Investment Counsel, LLC
Sterling Investment Counsel, LLC is an independent SEC-registered investment advisor headquartered in Buffalo, NY. Founded in February 2016, the firm is led by principal owners Christopher Michael Marks, Cynthia Eileen Vance, Philip Kenneth Vance, and John Lawrence Langer. The firm specializes in comprehensive investment management for individuals, high net worth clients, pensions, and charitable organizations. Sterling employs approximately 10 professionals, with a focus on client-specific portfolio design, implementation, and continuous management. They offer over 90 years of combined investment experience and serve clients primarily throughout the United States.
Investment Strategy
Sterling Investment Counsel, LLC provides ongoing portfolio management tailored to individual client goals, risk tolerance, and investment horizons. Their strategy is centered on strategic asset allocation and diversification across asset classes such as stocks, bonds, mutual funds, and alternatives. The firm exercises discretionary authority to select securities and execute trades, aiming for long-term growth and wealth preservation. Portfolios are customized and actively monitored using in-depth research and regular reviews, with an emphasis on managing risk through proper diversification and aligning portfolios to each client's financial objectives.
Top Holdings
Equity Positions (130)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 11.39% | $35.5M | 294,224 | $99.11 | $120.72 | +$16.2M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 9.65% | $30.1M | 121,776 | $204.16 | $247.12 | +$14.3M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 8.57% | $26.7M | 468,402 | $56.94 | $57.10 | +$14.6M |
C CGXU | CAPITAL GROUP INTL FOCUS EQT | 6.65% | $20.7M | 699,943 | $25.63 | $29.62 | +$10.6M |
A AAPL | APPLE INC | 4.56% | $14.2M | 55,887 | $207.14 | $254.63 | +$4.7M |