1<!doctype html> 2<html lang="en"> 3<head> 4 5<meta http-equiv="X-UA-Compatible" content="IE=edge"> 6<meta charset="utf-8"> 7<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no"> 8<meta name="description" content=""> 9<meta name="keywords" content=""> 10 11<title>Privacy Policy » Sterling Capital</title> 12 13<link rel="canonical" href="https://sterlingcapital.com/legal/privacy/" /> 14 15<link rel="stylesheet" type="text/css" href="/assets/css/content_loop.css?v=1791063444"> 16 17 18<style> 19 .personal-content-hide { display: none; } 20 .personal-content-hide.persona-0 { display: block; } 21</style> <meta charset="utf-8"> 22<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no"> 23<!-- Stylesheets --> 24<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/animate.css/3.5.2/animate.min.css"> 25<link rel="stylesheet" href="https://stackpath.bootstrapcdn.com/bootstrap/4.4.1/css/bootstrap.min.css" integrity="sha384-Vkoo8x4CGsO3+Hhxv8T/Q5PaXtkKtu6ug5TOeNV6gBiFeWPGFN9MuhOf23Q9Ifjh" crossorigin="anonymous"> 26<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/bootstrap-select/1.13.18/css/bootstrap-select.css"> 27<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/Swiper/8.1.5/swiper-bundle.css"/> 28<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/v/bs4/dt-1.10.20/rg-1.1.1/datatables.min.css"/> 29<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/fixedcolumns/4.1.0/css/fixedColumns.dataTables.min.css"> 30<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/fixedheader/3.2.3/css/fixedHeader.dataTables.min.css"> 31<link rel="preconnect" href="https://fonts.googleapis.com"> 32<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin> 33<link href="https://fonts.googleapis.com/css2?family=Open+Sans:wght@300;400;500;600;700&display=swap" rel="stylesheet"> 34<link rel="stylesheet" href="/assets/css/default.css?v=1791063444"> 35<!-- Favicons --> 36<link rel="apple-touch-icon" sizes="180x180" href="/assets/img/logos/favicons/apple-touch-icon.png"> 37<link rel="icon" type="image/png" sizes="32x32" href="/assets/img/logos/favicons/favicon-32x32.png"> 38<link rel="icon" type="image/png" sizes="16x16" href="/assets/img/logos/favicons/favicon-16x16.png"> 39<link rel="manifest" href="/assets/img/logos/favicons/site.webmanifest"> 40<link rel="shortcut icon" href="/assets/img/logos/favicons/favicon.ico"> 41<meta name="msapplication-TileColor" content="#929497"> 42<meta name="msapplication-config" content="/assets/img/logos/favicons/browserconfig.xml"> 43<meta name="theme-color" content="#ffffff"> 44 45<!-- Start cookieyes banner - task ID 54195-->
46<script id="cookieyes" type="text/javascript" src="https://cdn-cookieyes.com/client_data/26e1b11553a8492fa51e4de2/script.js"></script>
46 47<!-- End cookieyes banner --> 48 49<!-- Google Tag Manager -->
50<script>
vendor: 327 bytes, lines 50-54
50(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start': 51new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0], 52j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src= 53'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f); 54})(window,document,'script','dataLayer','
54GTM-K8SGKVZ
vendor: 3 bytes, line 54
54');
54</script>
54 55<!-- End Google Tag Manager --> 56 57<!-- Google tag (gtag.js) -->
vendor: 65 bytes, lines 57-58
57 58<script async src="https://www.googletagmanager.com/gtag/js?id=
58AW-16956116725
vendor: 12 bytes, line 58
58"></script>
58<script>
vendor: 127 bytes, line 58
58window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', '
58AW-16956116725
vendor: 4 bytes, line 58
58');
58</script>
58 59 60<!-- Event snippet for Page view conversion page -->
61<script> gtag('event', 'conversion', { 'send_to': 'AW-16956116725/4lXzCMmkx7AaEPWdp5U_', 'value': 1.0, 'currency': 'USD' }); </script>
61 62 63<!-- Added 6/26/2025, task id 55491, has accompanying tag in top.php -->
64<script src = "https://attbeacon.vettafi.com/sterlingcapital.js"></script>
64 65<!-- End 55491 tag --> 66 67<!-- Added 10/2/2026, task id 59863, has accompanying tag in top.php -->
68<script type="text/javascript"> 69_linkedin_partner_id = "9808162"; 70window._linkedin_data_partner_ids = window._linkedin_data_partner_ids || []; 71window._linkedin_data_partner_ids.push(_linkedin_partner_id); 72</script>
72<script type="text/javascript"> 73(function(l) { 74if (!l){window.lintrk = function(a,b){window.lintrk.q.push([a,b])}; 75window.lintrk.q=[]} 76var s = document.getElementsByTagName("script")[0]; 77var b = document.createElement("script"); 78b.type = "text/javascript";b.async = true; 79b.src = "https://snap.licdn.com/li.lms-analytics/insight.min.js"; 80s.parentNode.insertBefore(b, s);})(window.lintrk); 81</script>
81 82 83 84 85 86</head> 87 88<body> 89 <!-- Google Tag Manager (noscript) -->
vendor: 68 bytes, lines 89-90
89 90<noscript><iframe src="https://www.googletagmanager.com/ns.html?id=
90GTM-K8SGKVZ
vendor: 83 bytes, lines 90-91
90" 91height="0" width="0" style="display:none;visibility:hidden"></iframe></noscript>
92<!-- End Google Tag Manager (noscript) --> 93 94<!-- Added 6/26/2025, task id 55491, has accompanying head tag --> 95<noscript><img src="//beacon.etfflows.com/piwik.php?idsite=50" style="border:0;" alt="" /></noscript> 96<!-- End 55491 tag --> 97 98<!-- Added 10/2/2026, task id 59863, has accompanying head tag --> 99<noscript> 100<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=9808162&fmt=gif" /> 101</noscript> 102 103 104 105<a class="sr-only sr-only-focusable btn btn-faded-gray-border" href="#main-content" title="Skip Navigation" id="skip-navigation">Skip Navigation</a> 106 107 108<header class="sticky-top calc-sticky"> 109 <nav class="navbar navbar-expand-xl" id="main-navbar" aria-label="Main Navigation"> 110 <div class="container"> 111 <a class="navbar-brand" href="/" title="Home"><img src="/assets/img/logos/Sterling-w-Guardian-logo-Hor.svg" alt="Sterling Capital Logo"></a> 112 <button type="button" class="navbar-toggler collapsed" data-toggle="collapse" data-target="#main-nav-menu" aria-expanded="false" aria-controls="navbar"> 113 <span class="icon-bar top-bar"></span> 114 <span class="icon-bar middle-bar"></span> 115 <span class="icon-bar bottom-bar"></span> 116 <span class="sr-only">Menu</span> 117 </button> 118 <div class="collapse navbar-collapse" id="main-nav-menu"> 119 <ul class="navbar-nav ml-auto" id="main-nav-links" role="menubar" aria-label="Main Menu"> 120 <div class="d-xl-none d-block"> 121 <form id="mobile-search" method="get" action="/search/"> 122 <div class="input-group"> 123 <input class="form-control" type="search" name="search_term" placeholder="Search..." aria-label="Search"> 124 <div class="input-group-append"> 125 <button class="btn btn-faded-gray" role="submit"><i class="fa-light fa-search fa-fw"></i></button> 126 </div> 127 </div> 128 </form> 129 </div> 130 131 132 133 <li class=" nav-item dropdown " role="none"> 134 <a role="menuitem" class="top-nav-track nav-link dropdown-toggle" href="#" id="nav_first_level_19" role="button" data-toggle="dropdown" aria-haspopup="true" aria-expanded="false" aria-controls="mainnav-dropdown-19">Investments</a> 135 <div role="menu" id="mainnav-dropdown-19" class="dropdown-menu" aria-labelledby="nav_first_level_19"> 136 <a role="menuitem" class="top-nav-track dropdown-item persona-options persona-1 persona-2 persona-3 " target="" href="/investments/mutual-funds/"> 137 Mutual Funds </a> 138 <a role="menuitem" class="top-nav-track dropdown-item persona-options persona-1 persona-2 persona-3 " target="" href="/investments/exchange-traded-funds/"> 139 Exchange-Traded Funds </a> 140 <a role="menuitem" class="top-nav-track dropdown-item persona-options persona-1 " target="" href="/investments/separately-managed-accounts/"> 141 Separately Managed Accounts </a> 142 <a role="menuitem" class="top-nav-track dropdown-item persona-options persona-2 " target="" href="/investments/equities/"> 143 Equities </a> 144 <a role="menuitem" class="top-nav-track dropdown-item persona-options persona-1 persona-2 persona-3 " target="" href="/investments/fixed-income/"> 145 Fixed Income </a> 146 <a role="menuitem" class="top-nav-track dropdown-item persona-options persona-1 persona-2 " target="" href="/investments/advisory-solutions/"> 147 Advisory Solutions </a> 148 <a role="menuitem" class="top-nav-track dropdown-item persona-options persona-1 " target="_blank" href="https://www.sterlingcapital.com/i3investments/"> 149 <sp
149an><i class="fa-light fa-external-link fa-fw"></i></span> 150 i<sup>3</sup> Investments<sup>TM</sup> </a> 151 152 153 </div> 154 </li> 155 156 157 <li class="nav-item " role="none"> 158 <a role="menuitem" class="top-nav-track nav-link" target="" href="/insights/">Insights</a> 159 </li> 160 161 162 <li class=" nav-item dropdown " role="none"> 163 <a role="menuitem" class="top-nav-track nav-link dropdown-toggle" href="#" id="nav_first_level_1" role="button" data-toggle="dropdown" aria-haspopup="true" aria-expanded="false" aria-controls="mainnav-dropdown-1">About</a> 164 <div role="menu" id="mainnav-dropdown-1" class="dropdown-menu" aria-labelledby="nav_first_level_1"> 165 <a role="menuitem" class="top-nav-track dropdown-item " target="" href="/about/about-sterling-capital/"> 166 About Sterling Capital </a> 167 <a role="menuitem" class="top-nav-track dropdown-item " target="" href="/about/leadership/"> 168 Sterling Capital Leadership </a> 169 <a role="menuitem" class="top-nav-track dropdown-item " target="" href="/about/guardian-capital-senior-leadership/"> 170 Guardian Capital Senior Leadership </a> 171 <a role="menuitem" class="top-nav-track dropdown-item " target="" href="/about/investment-professionals/"> 172 Investment Professionals </a> 173 <a role="menuitem" class="top-nav-track dropdown-item " target="" href="/about/client-strategy-service/"> 174 Client Strategy & Service </a> 175 <a role="menuitem" class="top-nav-track dropdown-item " target="" href="/about/careers/"> 176 Careers </a> 177 178 179 </div> 180 </li> 181 182 183 <li class="nav-item " role="none"> 184 <a role="menuitem" class="top-nav-track nav-link" target="" href="/contact/">Contact</a> 185 </li> 186 187 <li class="nav-item search-li d-xl-block d-none"> 188 <a role="menuitem" class="top-nav-track nav-link" href="#" id="search-btn" role="button" data-toggle="collapse" data-target="#searchbar" title="Search"><i class="fa-light fa-search fa-fw"></i><span class="sr-only">Search</span></a> 189 </li> 190 </ul> 191 <div id="searchbar" class="collapse" aria-labelledby="searchbar"> 192 <form method="get" action="/search"> 193 <div class="input-group"> 194 <label class="sr-only">Search</label> 195 <input name="search_term" class="form-control" name="search_term" type="search" placeholder="Search..." aria-label="Search" id="search-input" autofocus> 196 <div class="input-group-append"> 197 <button class="btn btn-faded-gray" id="search-submit" role="submit" title="Submit"><i class="fa-light fa-arrow-right fa-fw"></i></button> 198 <button onclick="return false;" id="search-close" class="btn btn-faded-gray border-white-left" role="button" data-toggle="collapse" data-target="#searchbar" title="Close"><i class="fa-light fa-times fa-fw"></i></button> 199 </div> 200 </div> 201 </form>
202 </div> 203 <ul class="navbar-nav" id="right-nav-links"> 204 <li class="nav-item dropdown"> 205 <a class="top-nav-track nav-link dropdown-toggle" href="#" id="investor-type-dropdown" role="button" data-toggle="dropdown" aria-haspopup="true" aria-expanded="false">Investor Type</a> 206 <div class="dropdown-menu" aria-labelledby="investor-type-dropdown"> 207 <a class="top-nav-track dropdown-item " href="/financial-professional-home/" > 208 <i class="fa-light fa-light fa-calculator fa-fw mr-1"></i>Financial Professional </a> 209 <a class="top-nav-track dropdown-item " href="/institutional-investor-home/" > 210 <i class="fa-light fa-light fa-landmark fa-fw mr-1"></i>Institutional Investor </a> 211 <a class="top-nav-track dropdown-item " href="/individual-investor-home/" > 212 <i class="fa-light fa-light fa-circle-user fa-fw mr-1"></i>Individual Investor </a> 213 </div> 214 </li> 215 </ul> 216 </div> 217 </div> 218 </nav> 219</header> 220 221<main id="main-content"> 222 223 <div class="subpage-banner no-img"> 224 <div class="container"> 225 <div class="row row-small"> 226 <div class="col-12"> 227 <p class="eyebrow">Sterling Capital</p> 228 <h1 tabindex="-1">Privacy</h1> 229 </div> 230 </div> 231 </div> 232 </div> 233 <div class="content-loop"> 234 <div class="row-group "> 235 <div class="container"> 236 <div class="content-loop-row row pt-5 pb-5 " > 237 <div class="content-loop-column col-xl-12 order-1 order-xl-1" style=""> 238 <div id="content_box_58" class=" content_box_content content-loop-box "><h2>Personal Information</h2> 239<p>Sterling Capital needs to share customers’ personal information to run their every day business. We strive to ensure your personal information is protected, including when and why we share your personal information.</p> 240<p>To learn about how and why we share your information, reference our<span> </span><a href="/privacy/" target="_blank" rel="noopener">Sterling Capital Privacy Notice</a>.</p> 241<p>To submit a request to view, delete, or correct your personal information, please complete a <a href="/pdr/">Sterling Capital Personal Data Request</a>.</p> 242<h2>Residents of California</h2> 243<p>The California Consumer Privacy Act Privacy Notice describes your privacy rights and explains how to exercise those rights.</p> 244<p>Learn more about the <a href="https://sterlingcapital.com/cdn/SCM-CCPA-Privacy-Notice-January-2025.pdf" target="_blank" rel="noopener">Sterling Capital California Consumer Privacy Act Privacy Notice</a>.</p> 245<h2>Online Privacy</h2> 246<p>For more information about how Sterling Capital collects, uses and shares information on the Sterling Capital website, please view the<span> </span><a href="https://sterlingcapital.com/cdn/Sterling-Capital-Statement-of-Online-Privacy-Practices-May-2026.pdf" target="_blank" rel="noopener">Sterling Capital Statement of Online Privacy Practices</a>.</p></div> </div> 247 </div> 248 </div> 249 </div> 250 </div> 251 252 253 254 255 256 257 <div class="bg-sterling-blue text-white"> 258 <div class="container py-5"> 259 <div class="row justify-content-between"> 260 <div class="col-12 text-center"> 261 <p class="eyebrow">Explore</p> 262 <h2 class="text-white">Sterling Capital</h2> 263 </div> 264 <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px"> 265 <div class="icon-circle-container"> 266 <span class="fa-stack fa-stack-normal"> 267 <i class="fa-solid fa-circle fa-stack-2x text-moss"></i> 268 <i class="fa-light fa-memo-circle-info fa-stack-1x"></i> 269 </span> 270 </div> 271 <a href="/about/about-sterling-capital/" target="" class="explore-nav-track font-14px stretched-link text-white mb-0 d-inline-block">About<br>Us</a> 272 </div> 273 <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px"> 274 <div class="icon-circle-container">
275 <span class="fa-stack fa-stack-normal"> 276 <i class="fa-solid fa-circle fa-stack-2x text-forest"></i> 277 <i class="fa-light fa-users fa-stack-1x"></i> 278 </span> 279 </div> 280 <a href="/about/leadership/" target="" class="explore-nav-track font-14px stretched-link text-white mb-0 d-inline-block">Sterling Capital Leadership</a> 281 </div> 282 <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px"> 283 <div class="icon-circle-container"> 284 <span class="fa-stack fa-stack-normal"> 285 <i class="fa-solid fa-circle fa-stack-2x text-blue"></i> 286 <i class="fa-light fa-users fa-stack-1x"></i> 287 </span> 288 </div> 289 <a href="/about/guardian-capital-senior-leadership/" target="" class="explore-nav-track font-14px stretched-link text-white mb-0 d-inline-block">Guardian Capital Leadership</a> 290 </div> 291 <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px"> 292 <div class="icon-circle-container"> 293 <span class="fa-stack fa-stack-normal"> 294 <i class="fa-solid fa-circle fa-stack-2x text-dawn"></i> 295 <i class="fa-light fa-id-card 296 fa-stack-1x"></i> 297 </span> 298 </div> 299 <a href="/about/investment-professionals/" target="" class="explore-nav-track font-14px stretched-link text-white mb-0 d-inline-block">Investment<br>Professionals</a> 300 </div> 301 <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px"> 302 <div class="icon-circle-container"> 303 <span class="fa-stack fa-stack-normal"> 304 <i class="fa-solid fa-circle fa-stack-2x text-sky-blue"></i> 305 <i class="fa-light fa-user-headset fa-fw fa-stack-1x"></i> 306 </span> 307 </div> 308 <a href="/about/client-strategy-service/" target="" class="explore-nav-track font-14px stretched-link text-white mb-0 d-inline-block">Client Strategy & Service</a> 309 </div> 310 <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px"> 311 <div class="icon-circle-container"> 312 <span class="fa-stack fa-stack-normal"> 313 <i class="fa-solid fa-circle fa-stack-2x text-yellow"></i> 314 <i class="fa-light fa-briefcase fa-stack-1x"></i> 315 </span> 316 </div> 317 <a href="/about/careers/" target="" class="explore-nav-track font-14px stretched-link text-white mb-0 d-inline-block">Career<br>Opportunities</a> 318 </div> 319 </div> 320 </div> 321 </div> 322 323 324 325 326 <footer> 327 328 <div class="bg-faded-gray"> 329 <div class="container pt-5 pb-18px"> 330 331 332 <div class="row"> 333 334 <div class="col-lg-2 col-md-4 col-6 mb-30px"> 335 <h3 class="h6">Discover</h3> 336 <ul class="footer-links"> 337 <li> 338 <a target="" href="/insights/" class='footer-nav-track '> 339 Insights </a> 340 </li> 341 <li> 342 <a data-toggle="modal" target="" href="#subscribe-modal" class='footer-nav-track '> 343 Subscribe to Insights </a> 344 </li> 345 <li> 346 <a target="" href="/discover/glossary-of-terms/" class='footer-nav-track '> 347 Glossary of Terms </a> 348 </li> 349 <li> 350 <a target="" href="/search/" class='footer-nav-track '> 351 Search </a> 352 </li> 353 </ul> 354 </div> 355 <div class="col-lg-2 col-md-4 col-6 mb-30px"> 356 <h3 class="h6">Investments</h3> 357 <ul class="footer-links"> 358 <li> 359 <a target="" href="/investments/mutual-funds/" class='footer-nav-track '> 360 Mutual Funds </a> 361 </li> 362 <li> 363 <a target="" href="/investments/exchange-traded-funds/" class='footer-nav-track '>
364 Exchange-Traded Funds </a> 365 </li> 366 <li> 367 <a target="" href="/investments/separately-managed-accounts/" class='footer-nav-track '> 368 Separately Managed Accounts </a> 369 </li> 370 <li> 371 <a target="" href="/investments/equities/" class='footer-nav-track '> 372 Equities </a> 373 </li> 374 <li> 375 <a target="" href="/investments/fixed-income/" class='footer-nav-track '> 376 Fixed Income </a> 377 </li> 378 <li> 379 <a target="" href="/investments/advisory-solutions/" class='footer-nav-track '> 380 Advisory Solutions </a> 381 </li> 382 <li> 383 <a target="_blank" href="https://www.sterlingcapital.com/i3investments/" class='footer-nav-track '> 384 <span class="float-right ml-2"><i class="fa-light fa-external-link fa-fw"></i></span>i<sup>3</sup> Investments<sup>TM</sup> </a> 385 </li> 386 </ul> 387 </div> 388 <div class="col-lg-2 col-md-4 col-6 mb-30px"> 389 <h3 class="h6">About</h3> 390 <ul class="footer-links"> 391 <li> 392 <a target="" href="/about/about-sterling-capital/" class='footer-nav-track '> 393 About Sterling Capital </a> 394 </li> 395 <li> 396 <a target="" href="/about/leadership/" class='footer-nav-track '> 397 Sterling Capital Leadership </a> 398 </li> 399 <li> 400 <a target="" href="/about/guardian-capital-senior-leadership/" class='footer-nav-track '> 401 Guardian Capital Senior Leadership </a> 402 </li> 403 <li> 404 <a target="" href="/about/investment-professionals/" class='footer-nav-track '> 405 Investment Professionals </a> 406 </li> 407 <li> 408 <a target="" href="/about/client-strategy-service/" class='footer-nav-track '> 409 Client Strategy & Service </a> 410 </li> 411 <li> 412 <a target="" href="/about/careers/" class='footer-nav-track '> 413 Careers </a> 414 </li> 415 <li> 416 <a target="_blank" href="https://brokercheck.finra.org/" class='footer-nav-track '>
417 <span class="float-right ml-2"><i class="fa-light fa-external-link fa-fw"></i></span>FINRA BrokerCheck </a> 418 </li> 419 </ul> 420 </div> 421 <div class="col-lg-2 col-md-4 col-6 mb-30px"> 422 <h3 class="h6">Legal</h3> 423 <ul class="footer-links"> 424 <li> 425 <a target="" href="/legal/terms-of-use/" class='footer-nav-track '> 426 Terms of Use </a> 427 </li> 428 <li> 429 <a target="" href="/legal/privacy/" class='footer-nav-track '> 430 Privacy </a> 431 </li> 432 <li> 433 <a target="" href="/legal/disclaimer/" class='footer-nav-track '> 434 Disclaimer </a> 435 </li> 436 <li> 437 <a target="" href="/legal/accessibility/" class='footer-nav-track '> 438 Accessibility </a> 439 </li> 440 <li> 441 <a target="_blank" href="/legal/form-adv/" class='footer-nav-track '> 442 <span class="float-right ml-2"><i class="fa-light fa-file-pdf fa-fw"></i></span>Form ADV </a> 443 </li> 444 <li> 445 <a target="_blank" href="/legal/form-crs/" class='footer-nav-track '> 446 <span class="float-right ml-2"><i class="fa-light fa-file-pdf fa-fw"></i></span>Form CRS </a> 447 </li> 448 </ul> 449 </div> 450 <div class="col-lg-2 col-md-4 col-6 mb-30px"> 451 <h3 class="h6">Login</h3> 452 <ul class="footer-links"> 453 <li> 454 <a target="_blank" href="https://uportal.ultimusfundsolutions.com/app/sterlingcapital/#login" class='footer-nav-track '> 455 <span class="float-right ml-2"><i class="fa-light fa-external-link fa-fw"></i></span>Sterling Capital Funds Investor Portal </a> 456 </li> 457 </ul> 458 </div> 459 460 <div class="col-lg-2 col-md-4 col-6 mb-30px"> 461 <div class="h6">Connect</div> 462 <ul class="footer-links"> 463 <li><a href="/contact/" class='footer-nav-track '>Contact</a></li> 464 <li><a href="https://www.linkedin.com/company/sterlingcapitalmanagement/" target="_blank" class='footer-nav-track'><span class="float-right ml-2"><i class="fa-light fa-external-link fa-fw"></i></span>LinkedIn</a></li> 465 </ul> 466 </div> 467 </div> 468 </div> 469 <div class="container pb-18px"> 470 <div class="row"> 471 <div class="col-12"> 472 <hr class="white mt-0 mb-5"> 473 <div class="disclaimer-text"> 474 <p><b>Past performance is not indicative of future results. Any type of investing involves risk and there are no guarantees that these methods will be successful. Economic charts are provided for illustrative purposes only. The information provided herein
474is subject to market conditions and is therefore expected to fluctuate.</b></p> 475<p>The opinions contained on this website reflect those of Sterling Capital Management LLC (SCM), are for general information only, and are educational in nature. This information and the opinions expressed are as of the date of publication and are subject to change without notice. These opinions are not meant to be predictions and do not constitute an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. All opinions and information herein have been obtained or derived from sources believed to be reliable. SCM does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.</p> 476<p><span data-olk-copy-source="MailCompose">Investment advisory services are available through SCM (CRD# 135405), an investment adviser registered with the U.S. Securities & Exchange Commission (SEC) and an indirect, wholly-owned subsidiary of Desjardins Global Asset Management Inc., which is part of the Desjardins Group. SEC registration does not imply a certain level of skill or training, nor an endorsement by the SEC. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses.</span></p> 477<p>Sterling Capital does not provide tax or legal advice. You should consult with your individual tax or legal professional before taking any action that may have tax or legal implications.</p> 478 <div class="show-recaptcha-message"></div> 479 480 </div> 481 <hr class="white my-5"> 482 </div> 483 </div> 484 <div class="row align-items-center"> 485 <div class="col-md-auto col-12 text-md-left text-center mb-30px"> 486 <a href="/" title="Home"><img class="footer-logo" src="/assets/img/logos/Sterling-w-Guardian-logo-Hor.svg" alt="Sterling Capital Logo"></a> 487 </div> 488 <div class="col-md col-12 text-center mb-30px order-md-2 order-3"> 489 <p class="font-12px mb-0">© 2026 Sterling Capital Management LLC. All rights reserved.<span class="d-md-inline-block d-none"> </span><span class="d-md-none d-block"></span><a href="https://m2marketing.com/" target="_blank" class="text-sterling-blue">Site by m2<i class="fa-light fa-external-link fa-fw fa-xs ml-1"></i></a></p> 490 </div> 491 <div class="col-md-auto col-12 text-md-right text-center mb-30px order-md-3 order-2"> 492 <a href="tel:704.372.8670" class="btn btn-sterling-blue btn-reg"><i class="fa-light fa-phone fa-fw mr-1"></i><span class="sr-only">Phone</span>704.372.8670</a> 493 </div> 494 </div> 495 </div> 496 </div> 497 </footer> 498 499 500<!-- Scroll Top --> 501<a href="/" class="scroll-top" title="Scroll Up"><i class="fa-light fa-chevron-up"></i><span class="sr-only">Scroll Up</span></a> 502 503 504</main> 505
506<script data-search-pseudo-elements defer src="https://kit.fontawesome.com/4a4b2f7c75.js" crossorigin="anonymous"></script>
vendor: 1 bytes, line 506
506
507<script src="https://code.jquery.com/jquery-3.7.1.min.js" integrity="sha256-/JqT3SQfawRcv/BIHPThkBvs0OEvtFFmqPF/lYI/Cxo=" crossorigin="anonymous"></script>
vendor: 1 bytes, line 507
507
508<script src="https://cdn.jsdelivr.net/npm/[email protected]/dist/umd/popper.min.js" integrity="sha384-Q6E9RHvbIyZFJoft+2mJbHaEWldlvI9IOYy5n3zV9zzTtmI3UksdQRVvoxMfooAo" crossorigin="anonymous"></script>
vendor: 1 bytes, line 508
508
509<script src="https://stackpath.bootstrapcdn.com/bootstrap/4.4.1/js/bootstrap.min.js" integrity="sha384-wfSDF2E50Y2D1uUdj0O3uMBJnjuUD4Ih7YwaYd1iqfktj0Uod8GCExl3Og8ifwB6" crossorigin="anonymous"></script>
vendor: 1 bytes, line 509
509
510<script src="https://unpkg.com/[email protected]/dist/aos.js"></script>
vendor: 1 bytes, line 510
510
511<script src="https://cdnjs.cloudflare.com/ajax/libs/bootstrap-select/1.13.18/js/bootstrap-select.min.js"></script>
vendor: 1 bytes, line 511
511
512<script src="https://cdnjs.cloudflare.com/ajax/libs/jquery.mask/1.14.16/jquery.mask.min.js" integrity="sha512-pHVGpX7F/27yZ0ISY+VVjyULApbDlD0/X0rgGbTqCE7WFW5MezNTWG/dnhtbBuICzsd0WQPgpE4REBLv+UqChw==" crossorigin="anonymous" referrerpolicy="no-referrer"></script>
vendor: 1 bytes, line 512
512
513<script src="https://cdnjs.cloudflare.com/ajax/libs/Swiper/8.1.5/swiper-bundle.min.js"></script>
vendor: 1 bytes, line 513
513
514<script type="text/javascript" src="https://cdn.datatables.net/v/bs4/dt-1.10.20/rg-1.1.1/datatables.min.js"></script>
vendor: 1 bytes, line 514
514
515<script type="text/javascript" src="https://cdn.datatables.net/fixedcolumns/4.1.0/js/dataTables.fixedColumns.min.js"></script>
vendor: 1 bytes, line 515
515
516<script type="text/javascript" src="https://cdn.datatables.net/fixedheader/3.2.3/js/dataTables.fixedHeader.min.js"></script>
vendor: 1 bytes, line 516
516
517<script src="/assets/js/forms.js"></script>
vendor: 1 bytes, line 517
517
518<script src="/assets/js/lazysizes.js" async=""></script>
vendor: 1 bytes, line 518
518
519<script src="/assets/js/site.js?v=1791063444"></script>
519 520 521
522<script id="core-js" recaptcha-site-key="6Lfg6LshAAAAAMSohuMFJXcfV5yAZBvYQpBkWVCq" src="/assets/js/core.js?v=1791063444"></script>
vendor: 1 bytes, line 522
522
523<script id="session-js" session-persona="0" src="/assets/js/session.js?v=1791063444"></script>
523 524 525 526 <div class="modal fade" tabindex="-1" role="dialog" id="persona-speedbump"> 527 <div class="modal-dialog modal-lg" role="document"> 528 <div class="modal-content"> 529 <div class="modal-header"> 530 <div class="modal-title" role="heading" aria-level="2">Investor Type</div> 531 </div> 532 <div class="modal-body text-center"> 533 <p class="h3">Confirm Your Investor Type</p> 534 <p>Please select the type of investor you are before continuing so that we may tailor <br>your experience on <strong>sterlingcapital.com</strong>.</p> 535 536 <div class="row row-15px justify-content-center"> 537 <div class="col-lg-4 col-12 mt-15px"> 538 <a data-persona="1" href="#" class="btn btn-sterling-blue persona-card close-persona-modal"> 539 <i class="fa-light fa-light fa-calculator fa-2x fa-fw d-block"></i> 540 Financial Professional </a> 541 </div> 542 <div class="col-lg-4 col-12 mt-15px"> 543 <a data-persona="2" href="#" class="btn btn-sterling-blue persona-card close-persona-modal"> 544 <i class="fa-light fa-light fa-landmark fa-2x fa-fw d-block"></i> 545 Institutional Investor </a> 546 </div> 547 <div class="col-lg-4 col-12 mt-15px"> 548 <a data-persona="3" href="#" class="btn btn-sterling-blue persona-card close-persona-modal"> 549 <i class="fa-light fa-light fa-circle-user fa-2x fa-fw d-block"></i> 550 Individual Investor </a> 551 </div> 552 </div> 553 </div> 554 </div> 555 </div> 556 </div> 557 558
558<script> 559 $(function() { 560 561 $(".close-persona-modal").click(function() { 562 var selected_persona = $(this).data("persona"); 563 564 $(".persona-options").addClass('d-none'); 565 $(".persona-" + selected_persona).removeClass('d-none'); 566 567 $.post("/assets/inc/actions.php?action=set_persona", { persona: selected_persona}) 568 .done(function(data) { 569 set_persona(selected_persona); 570 $("#persona-speedbump").modal('hide'); 571 } 572 ); 573 574 return false; 575 }) 576 577 $("#persona-speedbump").modal({ 578 backdrop: 'static', 579 keyboard: false 580 }) 581 }) 582 </script>
582 583 584<div class="modal fade" id="aum-disclaimer-modal" tabindex="-1" role="dialog" aria-labelledby="AUA + AUM Disclaimer" aria-hidden="true"> 585 <div class="modal-dialog modal-lg" role="document"> 586 <div class="modal-content"> 587 <div class="modal-header"> 588 <div class="modal-title" role="heading" aria-level="2">AUA + AUM</div> 589 <button type="button" class="close" data-dismiss="modal" aria-label="Close"> 590 <i class="fa-light fa-times fa-fw"></i> 591 </button> 592 </div> 593 <div class="modal-body disclaimer-text"> 594 <p>Sterling Capital's Assets Under Advisement ("AUA") differs from our regulatory Assets Under Management ("AUM") for which we provide continuous and regular investment management services as disclosed in our ADV. AUA generally refers to non-discretionary assets for which Sterling Capital provides advice or consultation for which Sterling Capital does not have authority to effectuate transactions. Such services include Model portfolios and assets Sterling Capital advises as an outsourced Chief Investment Officer on a non-discretionary basis.</p> </div> 595 </div> 596 </div> 597</div> 598<div class="modal fade" tabindex="-1" role="dialog" id="subscribe-modal"> 599 <div class="modal-dialog modal-lg" role="document"> 600 <div class="modal-content"> 601 <div class="modal-header"> 602 <img class="modal-shield" src="/assets/img/logos/sterling-shield.svg" alt="Sterling Capital"> 603 <button type="button" class="close" data-dismiss="modal" aria-label="Close"> 604 <i class="fa-light fa-times fa-fw"></i> 605 </button> 606 </div> 607 <div class="modal-body"> 608 <div class="bg-faded-gray mb-4 d-none" id="insights-subscription-errors"> 609 <div class="container"> 610 <div class="row"> 611 <div class="col-12"> 612 <div class="alert alert-dismissible fade show custom-alert alert-danger mt-15px" role="alert"> 613 <div class="row"> 614 <div class="col-auto"> 615 <div class="icon-body"> 616 <i class="fa-light fa-circle-exclamation fa-fw"></i> 617 </div> 618 </div> 619 <div class="col"> 620 <div class="alert-body"> 621 <p class="alert-title">The following errors occurred:</p> 622 <div class="alert-text"> 623 <ol></ol> 624 </div> 625 </div> 626 </div> 627 </div> 628 </div> 629 </div> 630 </div> 631 </div> 632 </div> 633 <form class="needs-validation alt-submit" method="post" novalidate id="insights-subscription-form"> 634 <legend>Subscribe to Insights</legend> 635 <p class="font-12px">*Indicates a required response.</p> 636 <div class="row row-15px"> 637 <div class="form-group col-12"> 638 <label for="subscribe_company">Company</label> 639 <input type="text" class="form-control" id="subscribe_company" name="company" required> 640 <div role="alert" class="invalid-feedback">Please enter a valid company name.</div> 641 </div> 642 </div> 643 <div class="row row-15px"> 644 <div class="form-group col"> 645 <label for="subscribe_state">State/Province</label> 646 <select required class="form-control custom-select selectpicker" id="subscribe_state" name="state" title="Select State or Province"> 647 <option value="Other">Other</option> 648 <optgroup label="United States"> 649 <option value="Alabama, USA">Alabama</option> 650 <option value="Alaska, USA">Alaska</option> 651 <option value="Arizona, USA">Arizona</option> 652 <option value="Arkansas, USA">Arkansas</option> 653 <option value="California, USA">California</option> 654 <option value="Colorado, USA">Colorado</option> 655 <option value="Connecticut, USA">Connecticut</option> 656 <option value="Delaware, USA">Delaware</option> 657 <option value="District Of Columbia, USA">District Of Columbia</option> 658 <option value="Florida, USA">Florida</option> 659 <option value="Georgia, USA">Georgia</option> 660 <option value="Hawaii, USA">Hawaii</option> 661 <option value="Idaho, USA">Idaho</option> 662 <option value="Illinois, USA">Illinois</option> 663 <option value="Indiana, USA">Indiana</option> 664 <option value="Iowa, USA">Iowa</option> 665 <option value="Kansas, USA">Kansas</option> 666 <option value="Kentucky, USA">Kentucky</option> 667 <option value="Louisiana, USA">Louisiana</option> 668 <option value="Maine, USA">Maine</option> 669 <option value="Maryland, USA">Maryland</option> 670 <option value="Massachusetts, USA">Massachusetts</option> 671 <option value="Michigan, USA">Michigan</option> 672 <option value="Minnesota, USA">Minnesota</option> 673 <option value="Mississippi, USA">Mississippi</option> 674 <option value="Missouri, USA">Missouri</option> 675 <option value="Montana, USA">Montana</option> 676 <option value="Nebraska, USA">Nebraska</option> 677 <option value="Nevada, USA">Nevada</option> 678 <option value="New Hampshire, USA">New Hampshire</option> 679 <option value="New Jersey, USA">New Jersey</option> 680 <option value="New Mexico, USA">New Mexico</option> 681 <option value="New York, USA">New York</option> 682 <option value="North Carolina, USA">North Carolina</option> 683 <option value="North Dakota, USA">North Dakota</option> 684 <option value="Ohio, USA">Ohio</option> 685 <option value="Oklahoma, USA">Oklahoma</option> 686 <option value="Oregon, USA">Oregon</option> 687 <option value="Pennsylvania, USA">Pennsylvania</option> 688 <option value="Rhode Island, USA">Rhode Island</option> 689 <option value="South Carolina, USA">South Carolina</option> 690 <option value="South Dakota, USA">South Dakota</option> 691 <option value="Tennessee, USA">Tennessee</option> 692 <option value="Texas, USA">Texas</option> 693 <option value="Utah, USA">Utah</option> 694 <option value="Vermont, USA">Vermont</option> 695 <option value="Virginia, USA">Virginia</option> 696 <option value="Washington, USA">Washington</option> 697 <option value="West Virginia, USA">West Virginia</option> 698 <option value="Wisconsin, USA">Wisconsin</option> 699 <option value="Wyoming, USA">Wyoming</option> 700 </optgroup> 701 702 <optgroup label="Canada"> 703 <option value="Ontario, Canada">Ontario</option> 704 <option value="Quebec, Canada">Quebec</option> 705 <option value="Nova Scotia, Canada">Nova Scotia</option> 706 <option value="New Brunswick, Canada">New Brunswick</option> 707 <option value="Manitoba, Canada">Manitoba</option> 708 <option value="British Columbia, Canada">British Columbia</option> 709 <option value="Prince Edward Island, Canada">Prince Edward Island</option> 710 <option value="Saskatchewan, Canada">Saskatchewan</option> 711 <option value="Alberta, Canada">Alberta</option> 712 <option value="Newfoundland and Labrador, Canada">Newfoundland and Labrador</option> 713 </optgroup> 714 </select> 715 </div> 716 <div class="form-group col-md-6 col-12 other-state-wrap d-none"> 717 <label for="subscribe_state_other">Please Specify</label> 718 <input type="text" class="form-control" id="subscribe_state_other" name="state_other" value="" required> 719 <div role="alert" class="invalid-feedback">Please enter a valid value.</div> 720 </div> 721 </div> 722 <div class="row row-15px"> 723 <div class="form-group col-sm-6 col-12"> 724 <label for="subscribe_first_name">First Name</label> 725 <input type="text" class="form-control" id="subscribe_first_name" name="first_name" required> 726 <div role="alert" class="invalid-feedback">Please enter a valid first name.</div> 727 </div> 728 <div class="form-group col-sm-6 col-12"> 729 <label for="subscribe_last_name">Last Name</label> 730 <input type="text" class="form-control" id="subscribe_last_name" name="last_name" required> 731 <div role="alert" class="invalid-feedback">Please enter a valid last name.</div> 732 </div> 733 <div class="form-group col-sm-6 col-12"> 734 <label for="subscribe_email">Professional Email Address</label> 735 <input type="email" class="form-control" id="subscribe_email" name="email" required> 736 <div role="alert" class="invalid-feedback">Please enter a valid email address.</div> 737 <p class="font-12px mt-1 mb-0">(Use professional email with company domain. All Gmail, Hotmail, Yahoo, and AOL domains are prohibited.)</p> 738 </div> 739 <div class="form-group col-sm-6 col-12"> 740 <label for="subscribe_phone">Phone Number</label> 741 <input type="tel" class="form-control data phone" id="subscribe_phone" name="phone" required> 742 <div role="alert" c
742lass="invalid-feedback">Please enter a valid phone number.</div> 743 </div> 744 <div class="form-group col-lg-6 col-12"> 745 <p class="label mb-2">Select Weekly Insight(s)</p> 746 <div class="custom-control custom-checkbox"> 747 <input name="weekly_insights[]" type="checkbox" class="custom-control-input" id="weekly_insight_0" value="Market Recap (Equity Market)"> 748 <label class="custom-control-label" for="weekly_insight_0">Market Recap (Equity Market)</label> 749 </div> 750 <div class="custom-control custom-checkbox"> 751 <input name="weekly_insights[]" type="checkbox" class="custom-control-input" id="weekly_insight_1" value="Market Update (Advisory Solutions Market)"> 752 <label class="custom-control-label" for="weekly_insight_1">Market Update (Advisory Solutions Market)</label> 753 </div> 754 </div> 755 <div class="form-group col-lg-6 col-12"> 756 <p class="label mb-2">Select Monthly Insight(s)</p> 757 <div class="custom-control custom-checkbox"> 758 <input name="monthly_insights[]" type="checkbox" class="custom-control-input" id="monthly_insight0" value="The Lead (Equity Opportunities Group)"> 759 <label class="custom-control-label" for="monthly_insight0">The Lead (Equity Opportunities Group)</label> 760 </div> 761 <div class="custom-control custom-checkbox"> 762 <input name="monthly_insights[]" type="checkbox" class="custom-control-input" id="monthly_insight1" value="Market Update (Advisory Solutions)"> 763 <label class="custom-control-label" for="monthly_insight1">Market Update (Advisory Solutions)</label> 764 </div> 765 </div> 766 </div> 767 <button class="btn btn-sterling-blue btn-reg mt-2" type="submit">Subscribe Now</button> 768 <input type="hidden" name="recaptcha_response"> 769 </form> 770 </div> 771 </div> 772 </div> 773</div> 774
775<script> 776 777 $(function() { 778 779 $('[name="state"]').change(function() { 780 781 var form = $(this).parents('form'); 782 783 if ($(this).val() == "Other") $(form).find(".other-state-wrap").removeClass('d-none'); 784 else $(form).find(".other-state-wrap").addClass('d-none'); 785 786 }).change(); 787 788 $("#insights-subscription-form").submit(function(e) { 789 790 // this also requires Blake's accompanying js that is generally held in site.js 791 // that activates the invalid-feedback divs 792 reset_fields(); 793 e.preventDefault(); 794 795 var submitting_form = $(this); 796 $("#insights-subscription-errors").addClass('d-none'); 797 $("#insights-subscription-errors ol").empty(); 798 799 if (submitting_form[0].checkValidity()) { 800 grecaptcha.execute('6Lfg6LshAAAAAMSohuMFJXcfV5yAZBvYQpBkWVCq', { action: 'site' }).then(function (token) { 801 $(submitting_form).find('[name=recaptcha_response]').val(token); 802 803 var form_data = $("#insights-subscription-form").serializeArray(); 804 805 $.post("/assets/inc/actions.php?action=insights_subscriber", form_data) 806 .done(function(data) { 807 var data = JSON.parse(data); 808 if (data.status == 'success') { 809 $("#subscribe-modal .modal-body").html('\ 810 <div class="card border-0 text-center">\ 811 <div class="card-body p-5">\ 812 <p class="mb-2"><i class="fa-solid fa-\che\ck-circle fa-2x mx-auto text-green"></i></p>\ 813 <h2>Subscription Request Sent!</h2>\ 814 <p class="font-weight-600">Thank you for requesting to subscribe to our Insights.</p>\ 815 </div>\ 816 </div>\ 817 '); 818 } else { 819 $("#insights-subscription-errors").removeClass('d-none'); 820 $(data.errors).each(function(key, value) { 821 $("#insights-subscription-errors ol").append('<li>' + value + '</li>'); 822 }); 823 } 824 } 825 ); 826 827 }); 828 } else { 829 // scroll to first error 830 $('html,body').animate({scrollTop: $('.was-validated .form-control:invalid').first().offset().top - 50},'slow'); 831 } 832 833 }) 834 835 }) 836 837</script>
837 838 839 840 841<!-- Salesforce tracking code, task ID: 55840 -->
842<script type='text/javascript'> 843var piDomain = 'go.sterlingcapital.com'; 844 845(function() { 846 var s = document.createElement('script'); s.type = 'text/javascript'; 847 s.src = ('https:' == document.location.protocol ? 'https://' : 'http://') + piDomain + '/pdt.js'; 848 var c = document.getElementsByTagName('script')[0]; c.parentNode.insertBefore(s, c); 849 window['pdt'] = window['pdt'] || function(){(window['pdt'].cq = window['pdt'].cq || []).push(arguments);}; 850})(); 851 852// Create an analytics tracker with the required information: 853// pdt('create', Account Engagement account ID + 1000, Account Engagement campaign ID + 1000, 'go.example.com'); 854pdt('create', 1097693, 113322, piDomain); 855pdt('sendPageView'); 856 857function checkCookieYesConsent() { 858 859 console.log('checking cookie consent'); 860 861 const consent = document.cookie 862 .split('; ') 863 .find(row => row.startsWith("cookieyes-consent=")) 864 ?.split('=')[1]; 865 866 //console.log(consent); 867 868 if (consent && consent.includes("analytics:yes")) { 869 if (typeof pdt === "function") { 870 pdt("setOptIn", true); // Enable Pardot opt-in 871 console.log("Pardot opt-in set to true"); 872 } else { 873 console.warn("Pardot tracking function not available yet."); 874 } 875 } else { 876 pdt("setOptIn", false); // Enable Pardot opt-in 877 console.log("User has not consented, Pardot opt-in set to no."); 878 } 879} 880 881window.addEventListener("load", checkCookieYesConsent); 882window.addEventListener("cookieyes-consent-update", checkCookieYesConsent); 883 884// added 12/23/2025 task id: 57014 885piAId = '1097693'; 886piCId = '113322'; 887piHostname = 'go.sterlingcapital.com'; 888 889(function() { 890 891 function async_load(){ 892 var s = document.createElement('script'); s.type = 'text/javascript'; 893 s.src = ('https:' == document.location.protocol ? 'https://' : 'http://') + piHostname + '/pd.js'; 894 var c = document.getElementsByTagName('script')[0]; c.parentNode.insertBefore(s, c); 895 } 896 897 if(window.attachEvent) { window.attachEvent('onload', async_load); } 898 else { window.addEventListener('load', async_load, false); } 899})(); 900 901</script>
901</body> 902</html>
Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.