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Objective

Sterling Global Strategies is dedicated to providing value to financial advisors and their clients.

One of the most important objectives of Sterling Global Strategies is to strengthen relationships with Financial Professionals and to provide their clients with tactical investment options that help navigate through the various market cycles.

The platform choices in which to access Sterling Global Strategies is continually growing and the sample listing represents only some of the larger custodians and platforms that offer SGS investments. Please contact us at 760.603.8881 or info@sterling-gs.com if you would like more information on our accessible investments and custodians.

Mutual Fund

SGS partnered with ALPS to launch the ALPS Sterling ETF Tactical Rotation Fund which is available in three share classes.

A Shares ETRAX 31761R864
C Shares ETRCX 31761R856
I Shares ETRIX 31761R849

 

SMA

Sterling Global Strategies is accessible as a Separately Managed Account (SMA) on a multitude of investment platforms nationwide.

Charles Schwab Eqis Folio
Mid-Atlantic Pershing TD Ameritrade UMAX – Placemark
Trust Company of America Wells Fargo PAN … and many more

 

Overlay Manager

There is also the option to select SGS as an overlay manager on annuity platforms.

Jefferson National Nationwide Security Benefit