Sterling Manor Financial, LLC
Sterling Manor Financial, LLC is an SEC-registered investment advisor headquartered in Saratoga Springs, NY. Founded in 2019, the firm manages over $140 million in assets and employs about 3 professionals. Serving primarily individuals and families, Sterling Manor offers investment management and comprehensive financial planning services through its flagship Sterling 3-D Process, aiming to help clients achieve retirement, investment, and legacy goals through deeply personalized service and disciplined strategy.
Investment Strategy
Sterling Manor Financial provides a goals-based approach to investment management and financial planning. The firm's 3-D Process encompasses a disciplined, comprehensive strategy focused on giving clients a better understanding of their financial lives, empowering them to make informed decisions, and delivering customized portfolios tailored to their individual risk tolerance, retirement aspirations, and legacy planning objectives. Sterling Manor primarily uses individual securities and broad-based ETFs in diversified, long-term investment portfolios, continuously tailored as market conditions and client goals evolve.
Top Holdings
Equity Positions (33)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPBO | SPDR SERIES TRUST | 11.53% | $18.3M | 617,319 | $29.64 | $29.63 | +$2.5M |
R RSP | INVESCO EXCHANGE TRADED FD T | 8.20% | $13.0M | 68,515 | $179.23 | $189.70 | +$622.8K |
I IDEV | ISHARES TR | 7.48% | $11.9M | 148,033 | $73.16 | $80.17 | +$3.9M |
S SPYG | SPDR SERIES TRUST | 7.03% | $11.2M | 106,713 | $63.01 | $104.51 | -$1.1M |
D DGRO | ISHARES TR | 7.01% | $11.1M | 163,402 | $53.84 | $68.08 | -$636.4K |