Investment Advisory Firm in Texas
Discover the Per Stirling Difference
Per Stirling Clients Benefit from an Unparalleled Combination of Ethics and Expertise
As a firm, Per Stirling is perhaps best known for its award-winning ethics, and it is this ethical and fiduciary culture that has allowed Per Stirling to assemble a team of financial advisors, financial planners and financial consultants that is one of the most expert and credentialed in the industry.
While every Per Stirling client benefits from having a relationship with one dedicated financial advisor, the firm’s collaborative culture allows each advisor to draw from the firm’s combined expertise in serving the financial planning, portfolio management and overall wealth management needs of their clients.
The dozens of professional credentials held by our team provide our clients with expertise that is both deep and diverse, and includes:
- Certified Financial Planners
- Certified Public Accountants (CPAs)
- Chartered Financial Consultants
- Chartered Financial Analyst
- Accredited Estate Planner
- J.D., Certified Divorce Financial Analyst
- Chartered Life Underwriter
- Chartered Retirement Plans Specialist designations
Services
Wealth Management
Per Stirling Capital Management is an S.E.C.-registered investment advisory firm specializing in holistic financial planning, investment portfolio management, and other comprehensive wealth management services.
Portfolio Management
Our portfolio management services are as unique and varied as the financial objectives of our clients, and include both custom-designed portfolios and company-sponsored growth portfolios.
As fiduciaries, Per Stirling Advisors Work for You, and Place Your Interests First and Foremost
We pride ourselves on the acumen of our management team and the absolute professionalism of every advisor, staff member and support person. We have adopted fiduciary standards of care across everything that we do, whether it be serving our clients in a financial planning, consulting, portfolio management or wealth management capacity. We recognize that every client is unique, and thus deserves unique solutions to help them to achieve their specific goals both now and in the future.
Our financial advisors gather all necessary personal and financial data about you and use this information to skillfully build financial plans, projections, and goals that suit your specific needs and circumstances. Additionally, our financial planners and advisors will create a realistic timeline by which success can be measured, and which can be adjusted over time based upon factors such as inflation, investment returns, and changing personal circumstances. In most instances, our financial planners, financial advisors and consultants provide ongoing advice and management, and will dedicate the time and attention necessary to help keep both your plan and your portfolio in line with your financial goals and objectives.
Our Certified Financial Planners, advisors and consultants will assess your current financial situation and work with you to plan and implement strategies to help you to reach your unique financial goals, including all of your financial planning, wealth management, and portfolio management needs.
Per Stirling News
Recent News & Insights
Per Stirling Volunteers – Breast Cancer Awareness 2021
In the United States, half of all women and a third of all men will likely be diagnosed with cancer during their lifetime. As such, the odds are that we will all be affected in some way by this terrible disease, whether it’s a personal battle with cancer, or something that impacts a friend or […]
Per Stirling Shred Event 2021
Most individuals and businesses know how valuable it is to retain important financial and legal documents, but are unsure of how to dispose of that information once it has outlived its usefulness? After all, stockpiling sensitive information can pose a security issue, or even breach compliance regulations in today’s privacy-conscious world. In response, Per Stirling has […]
Per Stirling Capital Outlook – September
According to Winston Churchill, “A politician needs the ability to foretell what is going to happen tomorrow, next week, next month, and next year. And to have the ability afterwards to explain why it didn’t happen”. With the mid-term elections over a year away and the next presidential election more than three years away, this […]
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A Local Firm with Global Reach
In addition to its international clients, Per Stirling provides wealth management, portfolio management, and consulting services to domestic clients from New Hampshire to Hawaii. However, Per Stirling is at its core a Texas firm, with financial advisors located in each of the major Texas cities, and the majority of our clients located in the “Lone Star State”. We take individual and collective pride and ownership in serving our local communities, businesses and individuals, and have undertaken a number of initiatives to give back to our communities by supporting local charities, primarily in Austin and Dallas where most of the firm’s advisors are located.
Work With Us
Because the firm takes care of all the compliance, administration, billing, reporting, and other business-related operations, advisors like you have more time to serve the needs of your clients and to grow your practice in a truly fiduciary environment. In other words: the firm exists to serve advisors – not the other way around.