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Portfolio Management

Customized Solutions and Fiduciary Standards

Our portfolio management services are as unique and varied as the financial objectives of our clients, but they all hold one thing in common, which is an adherence to fiduciary standards. This means that, like everything we do at Per Stirling, we’re committed to always putting the best interest of our clients above all else.

Per Stirling provides both custom-designed portfolios managed by a client’s personal advisor and company-sponsored growth portfolios. Our general philosophy is that since every client is unique, every client portfolio should be unique, and it is on that assumption that all portfolio design begins.

These custom-designed portfolios provide a number of unique advantages, such as the ability to integrate tax planning with portfolio management, to incorporate a client’s unique wealth and risk tolerance into portfolio design, and even to reflect a client’s social and ethical ideals into the design and composition of their portfolio.

However, we also understand that there are situations where a client’s needs would be best served through the economies of scale and specialized knowledge available through a more institutional approach to portfolio management.

For those situations, the firm makes available a series of three in-house model portfolios managed by Per Stirling’s founding partners who have a twenty-plus year background as institutional portfolio managers.

Core and Conservative Growth SMA Portfolios

The Core Growth and Conservative Growth SMA Portfolios are managed to produce high risk-adjusted returns and maintain specific portfolio limits on risk and volatility. Part of this is achieved by blending together non-correlated asset classes in a way that helps dampen volatility.  Both portfolios are also tax-aware with regard to allocation decisions, which tend to be based upon an intermediate to longer-term market outlook.

Growth SMA Portfolios

The Growth SMA Portfolio is managed to achieve high nominal returns over full market cycles, and pursues a fairly tactical management style that may, by its very nature, be less tax efficient. The portfolio may be concentrated and non-asset-class-diverse, which can increase volatility. As such, it should be considered to be a more aggressive holding within an overall diversified portfolio, or a core position for very growth-oriented investors who have a willingness to tolerate volatility. Management decisions are normally based upon an intermediate-term outlook for the capital markets.