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:
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.
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.
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.
“It is not the end, but it is the beginning of the end, and it is well passed the end of the beginning”. We concluded last month’s commentary with the above bastardized version of a line from Winston Churchill’s so-called “Victory Speech”, which he presented after Britain effectively repelled a German invasion during World War […]
Per Stirling employees and advisors selected Patriot PAWS for our August Volunteer Initiative. The mission of Patriot PAWS is to train and provide service dogs of the highest quality, at no cost to disabled American veterans and others with mobile disabilities, in order to help restore their physical and emotional independence. It takes about […]
Most individuals and businesses know how important it is to retain certain financial and legal documents, but also understand that stockpiling sensitive information for too long can pose a security issue, or even breach compliance regulations in today’s privacy-conscious world. To assist with this issue, Per Stirling has continued its tradition of hosting “shred days”, during […]
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.
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.