Since
its formation, in 1995, Sterling has served a myriad of clients. It
has managed $1 million dollar investment portfolios for non-profit
organizations and wealthy individuals, written an educational manual
for participants in a governmental agency’s 403(b) plan, written a prospectus for
a non-profit organization, which was used to attract investors for the
organization’s $10 million equity fund, and conducted economic literacy
workshops for more than 3,000 people through local and national non-profit
organizations, family foundations and multi-national corporations.
1995
Firm was "born" out of a desire to provide a specialist, multi-manager
investment approach, typically reserved for portfolio's greater than $10
million, to investors with smaller portfolios. We defined ourselves as
a money management firm (manager-of-managers) and managed money for nonprofit
organizations and high-net-worth individuals
1996
Conducted our first educational seminar, as part of
the annual conference, for a national nonprofit organization
1999
Had an "aha" moment and realized that more time, energy and
resources were being spent on educational initiatives
2000
Formally created an investment education division and launched a three-part
workshop series for institutional clients, Stop Treating Your Money
So Poorly™
2001
Launched an individual financial coaching practice
2002
Launched two workshop series targeted directly to individuals: My Best
Year Ever, Financially™ and Meet Your Money™
2003
Published the first issue of Financial Profundities, our e-newsletter
2005
Launched Women, Money and Romance™ and published
the Stop
Treating Your Money So Poorly Workbook™
2006
Launched TalkingLive - our tele-seminar series
2009
Launched Get Back to Basics and Save Your $anity,™ a seven-week tele-course
Today
We define ourselves as a full-service investment education and financial
coaching firm. With an emphasis on financial self-awareness and practical
fiscal fitness skills, our group workshops, tailored coaching programs,
products and financial literature are all designed to teach people how
to be smarter about and with their money.
Contact:
Sterling Investment Management, Inc.
110
Wall Street, 11th Floor - PMB#0057
New York, NY 10005-3101
212.807.9599
info@sterlingchoices.net
