Updated October 02, 2023
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Sterling Investment Counsel

Investment Advisor Firm
Total assets under management$544M
Years in business8+

About Sterling Investment Counsel

Sterling Investment Counsel, LLC, an independent SEC-registered investment adviser, is dedicated to offering comprehensive investment management services. With a combined experience of over 90 years, their team excels in designing, implementing, and overseeing customized portfolios to align with each client's investment goals.

Their investment philosophy places strategic asset allocation at the forefront, mitigating risk through diversification across asset classes such as stocks, bonds, mutual funds, cash, and alternative assets. Sterling Investment Counsel's primary objective is the long-term growth and management of wealth, accomplished through extensive research, continuous monitoring, and meticulous attention to detail, all in accordance with individual risk tolerance.

Notable leadership includes Cynthia E. Vance, J.D., CFP®, ChFC®, AIF®, who serves as CEO and brings her vast financial and legal expertise. Christopher M. Marks, J.D., MBA, acts as Chief Compliance Officer, overseeing policy adherence. John Langer, MBA, a founding partner, contributes over 25 years of financial and management experience, and Phillip K. Vance specializes in comprehensive financial planning and investment management.

Sterling Investment Counsel stands out for its commitment to providing personalized and diversified investment strategies to ensure long-term wealth growth.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Stocks
  3. Bonds
  4. Mutual Funds

More about Sterling Investment Counsel

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2826248

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Pricing options

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Flat Fee
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Assets Under Management

Regulatory filings

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