Per Stirling Capital Management, LLC (“Per Stirling” or “the Firm”) is a SEC Registered Investment Adviser that maintains its principal place of business in Texas. Advisory services offered through Per Stirling Capital Management, LLC. Brokerage services and securities offered through B. B. Graham & Co. Inc., member of FINRA/SIPC. Per Stirling Capital Management and B. B. Graham & Co. Inc. are separate and otherwise unrelated companies. Per Stirling and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Per Stirling maintains clients. The Firm may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
Use of the website is limited to the dissemination of general information regarding Per Stirling’s investment advisory services offered to individuals residing in those states where providing such information is not prohibited by applicable law. Accordingly, the publication of Per Stirling’s website on the internet should not be construed by a consumer as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment, tax or legal advice. Certain of the information contained herein may not be suitable for everyone and may be derived from external sources that are not affiliated with the firm. While Per Stirling believes these sources to be reputable, the Firm makes no representation or guarantee as to the accuracy, timeliness, suitability, completeness or relevance of the information prepared by any unaffiliated third-party, whether linked to the website or referenced herein. All such information is provided for convenience purposes only and all users therefore should be guided accordingly. Per Stirling will not be liable for any direct or indirect damages, losses or expenses arising in connection with the use or reliance on any information contained in this website.
Per Stirling has generated a detailed plan directing the steps our firm will take in response to unforeseeable disasters such as a fire, a natural disaster, or the loss of technical systems. If you would like a copy of the detailed plan please send an email to firstname.lastname@example.org requesting a copy.
Awards and Recognitions
Rankings and recognition by unaffiliated rating services or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Per Stirling is engaged, or continues to be engaged, to provide investment advisory services, and should not be construed as a current or past endorsement by any of the firm’s clients. Rankings and recognition published by magazines and others generally base their selections exclusively on information prepared and submitted by the firm.
InvestmentNews’ 50 Best Places to Work for Financial Advisers:
The list of Best Places to Work for Financial Advisors is compiled based on data collected and analyzed by Best Companies Group, an independent research firm and InvestmentNews’ partner on the survey. To qualify for this award/ranking, firms must have met the following criteria (1) Be a registered investment adviser (RIA) or affiliated with an independent broker-dealer (IBD), (2) Be in business for a minimum of one year, (3). Have a minimum of 15 full-time employees.
Austin Business Journal’s Best Places to Work:
The list of Best Places to Work is compiled based on data collected by employees taking an online confidential survey hosted by Quantum Workplace. Local companies that employ at least 10 employees in the six-county Central Texas area (Travis, Williamson, Hays, Bastrop, Burnet and Caldwell) are eligible. These companies can be for-profit, nonprofit, private, public, subsidiaries or business units. Selection is based on companies that have the best climate, atmosphere and engaged employees in the following categories: Micro Category (10-20 employees), Small Category (21-50 employees), Medium Category (51-250 employees), and Large Category (251 + employees). There are six key dimensions that are measured through the survey: (1) Communication and Resources, (2) Individual Needs, (3) Manager Effectiveness, (4) Personal Engagement, (5) Team Dynamics, (6) Trust in Leadership.
RecognizeGood’s Ethics in Business & Community Award:
Nominations for this award are gathered by RecognizeGood. Nominees are then researched and vetted by hand-selected business students at Concordia University Texas during their study of ethical principles. Once the students have reviewed the nominees and conducted phone interviews, they score each nominee and narrow the field to 3 finalists in each category. Each finalist is then interviewed in person, and students prepare a rigorous, in-depth review before presenting their findings to an independent selection committee made up of hand-selected Leadership Austin alumni.
Financial Advisor Magazine’s Top 50 Fastest-Growing RIAs:
Financial Advisor Magazine’s Top 50 Fastest Growing RIAs (Registered Investment Advisors) with more than $250 million in AUM (Assets Under Management) ranking is based on responses from RIAs who completed an online survey. To be included in the ranking, firms need to be Independent RIAs who meet a minimum set of criteria and ranking is then based on multiple factors, including: AUM, AUM growth rate, Assets per client, % of growth in assets per client, and % of change in number of clients. There are no fees or other considerations required of RIAs that apply for the ranking.
Financial Times’ FT300:
The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. To be considered for inclusion, a firm must complete a survey that is supplied and reviewed by the Financial Times and Ignites Research, the FT’s sister title.
Your Privacy is Important to Us
5.2 PER STIRLING RESPONDENTS
As a Respondent, when you respond to Per Stirling’s request, we collect, on behalf and upon instructions of Per Stirling’s Users, information relating to you and your use of our services from a variety of sources:
(i) Information we collect directly from the Respondent: Per Stirling responses
We collect and store the Per Stirling’s responses from Respondents. The Per Stirling User is responsible for that data and manages it.
(ii) Information we collect about the Respondent from other sources on behalf of PER STIRLING’s Users
a) Usage data: on behalf of Per Stirling Users, Per Stirling collects usage data about Respondents whenever they interact with our services.
b) Device and application data: on behalf of Per Stirling Users, Per Stirling collects data from the device and application the Respondent uses to access our services, such as, among other, the IP address, browser type and operating system. We may also infer the geographic location based on the Respondent IP address.
c) Information from cookies and page tags: Per Stirling uses third party tracking services that employ cookies and page tags (also known as web beacons or web bugs) to collect aggregated and anonymized data about visitors to our websites. This data may include usage and User statistics.
Some of the cookies are strictly necessary for the functionality of the site while others are used to enhance the performance and your user experience.
Performance cookies are used to:
Targeting cookies are used to:
Examples of use:
The cookies are used to improve services for you through, for example:
If you want to delete any cookies already on your computer, please refer to your browser vendor’s instructions by clicking “Help” in your browser menu.
You can also find out more about cookies and how to delete and control them on www.aboutcookies.org or click “Help” in your browser menu.
9.1 We use a tool called “Google Analytics” to collect information about use of this site. Google will use this information for the purpose of evaluating your use of the website, compiling reports on website activity for website operators and providing other services relating to website activity and internet usage. We use the information we get from Google Analytics only to improve this site. Google Analytics collects only the IP address assigned to you on the date you visit this site, rather than your name or other identifying information. We do not combine the information collected through the use of Google Analytics with personally identifiable information. Although Google Analytics plants a permanent cookie on your web browser to identify you as a unique user the next time you visit this site, the cookie cannot be used by anyone but Google.
10. CANCELING YOUR ACCOUNT, OPTING OUT OF EMAIL, AND MODIFYING PERSONAL INFORMATION
10.1 You may cancel your account and you may opt out of receiving any emails from Per Stirling at any time. We will respond to any such request, and any appropriate request to access, correct, update or delete your personal information within the time period specified by law (if applicable) or without excessive delay. We will promptly fulfill requests to delete personal data unless the request is not technically feasible, or such data is required to be retained by law (in which case we will block access to such data, if required by law).
10.2 We encourage you promptly to update your personal information when it changes. Information concerning your past behavior with the Service may be retained by Per Stirling as long as necessary for the purposes set out below.
11. RETENTION OF YOUR INFORMATION
11.1. We retain information for active Per Stirling Accounts as long as it is necessary and relevant for our operations. In addition, we may retain information from closed accounts to comply with the law, prevent fraud, collect any fees owed, resolve disputes, troubleshoot problems, assist with any investigation, enforce the Per Stirling Terms of Service and take other actions permitted by law.
12. HOW TO CONTACT US
Send a request to email@example.com.
If you consider that any use of your data might breach any of your rights, you can lodge a complaint at any time by emailing us at firstname.lastname@example.org.