PageSourceSearch

https://sterlingcapital.com/individual-investor-home/

html sterlingcapital.com collected 2026-10-03 21:37:24 UTC 97,219 bytes, 1,248 lines download raw bytes

1
2<!doctype html>
3<html lang="en">
4<head>
5	
6<meta http-equiv="X-UA-Compatible" content="IE=edge">
7<meta charset="utf-8">
8<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
9<meta name="description" content="">
10<meta name="keywords" content="">
11
12<title>Individual Investors | Sterling Capital </title>
13
14<link rel="canonical" href="https://sterlingcapital.com/individual-investor-home/" />
15
16<link rel="stylesheet" type="text/css" href="/assets/css/content_loop.css?v=1791063443">
17
18
19<style>
20    .personal-content-hide { display: none; }
21    .personal-content-hide.persona-0 { display: block; }
22</style>	<meta charset="utf-8">
23<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
24<!-- Stylesheets -->
25<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/animate.css/3.5.2/animate.min.css">
26<link rel="stylesheet" href="https://stackpath.bootstrapcdn.com/bootstrap/4.4.1/css/bootstrap.min.css" integrity="sha384-Vkoo8x4CGsO3+Hhxv8T/Q5PaXtkKtu6ug5TOeNV6gBiFeWPGFN9MuhOf23Q9Ifjh" crossorigin="anonymous">
27<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/bootstrap-select/1.13.18/css/bootstrap-select.css">
28<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/Swiper/8.1.5/swiper-bundle.css"/>
29<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/v/bs4/dt-1.10.20/rg-1.1.1/datatables.min.css"/>
30<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/fixedcolumns/4.1.0/css/fixedColumns.dataTables.min.css">
31<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/fixedheader/3.2.3/css/fixedHeader.dataTables.min.css">
32<link rel="preconnect" href="https://fonts.googleapis.com">
33<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
34<link href="https://fonts.googleapis.com/css2?family=Open+Sans:wght@300;400;500;600;700&display=swap" rel="stylesheet">
35<link rel="stylesheet" href="/assets/css/default.css?v=1791063443">
36<!-- Favicons -->
37<link rel="apple-touch-icon" sizes="180x180" href="/assets/img/logos/favicons/apple-touch-icon.png">
38<link rel="icon" type="image/png" sizes="32x32" href="/assets/img/logos/favicons/favicon-32x32.png">
39<link rel="icon" type="image/png" sizes="16x16" href="/assets/img/logos/favicons/favicon-16x16.png">
40<link rel="manifest" href="/assets/img/logos/favicons/site.webmanifest">
41<link rel="shortcut icon" href="/assets/img/logos/favicons/favicon.ico">
42<meta name="msapplication-TileColor" content="#929497">
43<meta name="msapplication-config" content="/assets/img/logos/favicons/browserconfig.xml">
44<meta name="theme-color" content="#ffffff">
45
46<!-- Start cookieyes banner - task ID 54195-->
47<script id="cookieyes" type="text/javascript" src="https://cdn-cookieyes.com/client_data/26e1b11553a8492fa51e4de2/script.js"></script>
47 
48<!-- End cookieyes banner -->
49
50<!-- Google Tag Manager -->
51<script>
vendor: 327 bytes, lines 51-55
51(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start':
52new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0],
53j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src=
54'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f);
55})(window,document,'script','dataLayer','
55GTM-K8SGKVZ
vendor: 3 bytes, line 55
55');
55</script>
55
56<!-- End Google Tag Manager -->
57
58<!-- Google tag (gtag.js) -->
vendor: 65 bytes, lines 58-59
58 
59<script async src="https://www.googletagmanager.com/gtag/js?id=
59AW-16956116725
vendor: 12 bytes, line 59
59"></script> 
59<script> 
vendor: 127 bytes, line 59
59window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', '
59AW-16956116725
vendor: 4 bytes, line 59
59'); 
59</script>
59
60
61<!-- Event snippet for Page view conversion page --> 
62<script> gtag('event', 'conversion', { 'send_to': 'AW-16956116725/4lXzCMmkx7AaEPWdp5U_', 'value': 1.0, 'currency': 'USD' }); </script>
62
63
64<!-- Added 6/26/2025, task id 55491, has accompanying tag in top.php -->
65<script src = "https://attbeacon.vettafi.com/sterlingcapital.js"></script>
65
66<!-- End 55491 tag -->
67
68<!-- Added 10/2/2026, task id 59863, has accompanying tag in top.php -->
69<script type="text/javascript">
70_linkedin_partner_id = "9808162";
71window._linkedin_data_partner_ids = window._linkedin_data_partner_ids || [];
72window._linkedin_data_partner_ids.push(_linkedin_partner_id);
73</script>
73<script type="text/javascript">
74(function(l) {
75if (!l){window.lintrk = function(a,b){window.lintrk.q.push([a,b])};
76window.lintrk.q=[]}
77var s = document.getElementsByTagName("script")[0];
78var b = document.createElement("script");
79b.type = "text/javascript";b.async = true;
80b.src = "https://snap.licdn.com/li.lms-analytics/insight.min.js";
81s.parentNode.insertBefore(b, s);})(window.lintrk);
82</script>
82
83
84
85
86
87    
87<script>localStorage.setItem("selected_persona", 3);</script>
87
88</head>
89
90<body>
91	<!-- Google Tag Manager (noscript) -->
vendor: 68 bytes, lines 91-92
91
92<noscript><iframe src="https://www.googletagmanager.com/ns.html?id=
92GTM-K8SGKVZ
vendor: 83 bytes, lines 92-93
92"
93height="0" width="0" style="display:none;visibility:hidden"></iframe></noscript>
94<!-- End Google Tag Manager (noscript) -->
95
96<!-- Added 6/26/2025, task id 55491, has accompanying head tag -->
97<noscript><img src="//beacon.etfflows.com/piwik.php?idsite=50" style="border:0;" alt="" /></noscript>
98<!-- End 55491 tag -->
99
100<!-- Added 10/2/2026, task id 59863, has accompanying head tag -->
101<noscript>
102<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=9808162&fmt=gif" />
103</noscript>
104
105
106
107<a class="sr-only sr-only-focusable btn btn-faded-gray-border" href="#main-content" title="Skip Navigation" id="skip-navigation">Skip Navigation</a>
108
109
110<header class="sticky-top calc-sticky">
111	<nav class="navbar navbar-expand-xl" id="main-navbar" aria-label="Main Navigation">
112		<div class="container">
113			<a class="navbar-brand" href="/individual-investor-home/" title="Home"><img src="/assets/img/logos/Sterling-w-Guardian-logo-Hor.svg" alt="Sterling Capital Logo"></a>
114			<button type="button" class="navbar-toggler collapsed" data-toggle="collapse" data-target="#main-nav-menu" aria-expanded="false" aria-controls="navbar">
115				<span class="icon-bar top-bar"></span>
116				<span class="icon-bar middle-bar"></span>
117				<span class="icon-bar bottom-bar"></span>
118				<span class="sr-only">Menu</span>
119			</button>
120			<div class="collapse navbar-collapse" id="main-nav-menu">
121				<ul class="navbar-nav ml-auto" id="main-nav-links" role="menubar" aria-label="Main Menu">
122					<div class="d-xl-none d-block">
123						<form id="mobile-search" method="get" action="/search/">
124                            <div class="input-group">
125    							<input class="form-control" type="search" name="search_term" placeholder="Search..." aria-label="Search">
126    							<div class="input-group-append">
127    								<button class="btn btn-faded-gray" role="submit"><i class="fa-light fa-search fa-fw"></i></button>
128    							</div>
129                            </div>
130						</form>
131					</div>
132
133                    
134                        
135                                                    <li class=" nav-item dropdown " role="none">
136        						<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>
137        						<div role="menu" id="mainnav-dropdown-19" class="dropdown-menu" aria-labelledby="nav_first_level_19">
138                                    										                                        <a role="menuitem" class="top-nav-track dropdown-item persona-options persona-1 persona-2 persona-3 "  target="" href="/investments/mutual-funds/">
139                                                                                        Mutual Funds                                        </a>
140                                    										                                        <a role="menuitem" class="top-nav-track dropdown-item persona-options persona-1 persona-2 persona-3 "  target="" href="/investments/exchange-traded-funds/">
141                                                                                        Exchange-Traded Funds                                        </a>
142                                    										                                        <a role="menuitem" class="top-nav-track dropdown-item persona-options persona-1 persona-2 persona-3 "  target="" href="/investments/fixed-income/">
143                                                                                        Fixed Income                                        </a>
144                                    
145                                    
146        						</div>
147        					</li>
148                                            
149                        
150                                					<li class="nav-item " role="none">
151        						<a role="menuitem" class="top-nav-track nav-link" target=""  href="/insights/">Insights</a>
152		                   </li>
153                                           
154                        
155                                                    <li class=" nav-item dropdown " role="none">
156        						<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-
156dropdown-1">About</a>
157        						<div role="menu" id="mainnav-dropdown-1" class="dropdown-menu" aria-labelledby="nav_first_level_1">
158                                    										                                        <a role="menuitem" class="top-nav-track dropdown-item  "  target="" href="/about/about-sterling-capital/">
159                                                                                        About Sterling Capital                                        </a>
160                                    										                                        <a role="menuitem" class="top-nav-track dropdown-item  "  target="" href="/about/leadership/">
161                                                                                        Sterling Capital Leadership                                        </a>
162                                    										                                        <a role="menuitem" class="top-nav-track dropdown-item  "  target="" href="/about/guardian-capital-senior-leadership/">
163                                                                                        Guardian Capital Senior Leadership                                        </a>
164                                    										                                        <a role="menuitem" class="top-nav-track dropdown-item  "  target="" href="/about/investment-professionals/">
165                                                                                        Investment Professionals                                        </a>
166                                    										                                        <a role="menuitem" class="top-nav-track dropdown-item  "  target="" href="/about/client-strategy-service/">
167                                                                                        Client Strategy & Service                                        </a>
168                                    										                                        <a role="menuitem" class="top-nav-track dropdown-item  "  target="" href="/about/careers/">
169                                                                                        Careers                                        </a>
170                                    
171                                    
172        						</div>
173        					</li>
174                                            
175                        
176                                					<li class="nav-item " role="none">
177        						<a role="menuitem" class="top-nav-track nav-link" target=""  href="/contact/">Contact</a>
178		                   </li>
179                                           
180					<li class="nav-item search-li d-xl-block d-none">
181						<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>
182					</li>
183				</ul>
184				<div id="searchbar" class="collapse" aria-labelledby="searchbar">
185					<form method="get" action="/search">
186                        <div class="input-group">
187                            <label class="sr-only">Search</label>
188    						<input name="search_term" class="form-control" name="search_term" type="search" placeholder="Search..." aria-label="Search" id="search-input" autofocus>
189    						<div class="input-group-append">
190    							<button class="btn btn-faded-gray" id="search-submit" role="submit" title="Submit"><i class="fa-light fa-arrow-right fa-fw"></i></button>
191    							<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>
192                            </div>
193						</div>
194					</form>
195				</div>
196				<ul class="navbar-nav" id="right-nav-links">
197					<li class="nav-item dropdown">
198						<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>
199						<div class="dropdown-menu" aria-labelledby="investor-type-dropdown">
200															<a class="top-nav-track dropdown-item " href="/financial-professional-home/" >
201									<i class="fa-light fa-light fa-calculator  fa-fw mr-1"></i>Financial Professional								</a>
202															<a class="top-nav-track dropdown-item " href="/institutional-investor-home/" >
203									<i class="fa-light fa-light fa-landmark  fa-fw mr-1"></i>Institutional Investor								</a>
204															<a class="top-nav-track dropdown-item active" href="/individual-investor-home/" aria-selected="true">
205									<i class="fa-light fa-light fa-circle-user  fa-fw mr-1"></i><span><i class="fa-light fa-check fa-fw"></i></span>Individual Investor								</a>
206													</div>
207					</li>
208				</ul>
209			</div>
210		</div>
211	</nav>
212</header>
213
214<main id="main-content">
215
216
217    <h1 class="sr-only">Sterling Capital</h1>
218
219
220            <div id="hero-container">
221            <div id="hero" class="carousel slide carousel-fade" data-ride="carousel" data-interval="7000" data-pause="false">
222                <div class="carousel-inner">
223                                	        <div class="carousel-item hero-item active">
224                            <div class="hero-overlay"></div>
225                            <div class="bg-hero" style="background: url('/assets/inc/timthumb.php?src=/cdn/AdobeStock-160267334.jpg&w=1280&h=720') "></div>
226                            <div class="hero-text">
227                                <div class="container">
228                                    <div class="row align-items-center">
229                                        <div class="col-12">
230                                            <p class="eyebrow">ETFs</p>
231                                            <h2>Sterling Capital Fixed Income ETFs</h2>
232            								<div class="desc">
233                                                                                                <p>Managing risk is managing returns. Discover Sterling Capital's actively-managed fixed income ETFs.</p>                                                                                            </div>
234                                            
235                                            <div class="row row-15px">
236                                                                                                                                                        <div class="col-auto">
237                                                        <a aria-label="Learn about our ETFs: Sterling Capital Fixed Income ETFs" href="https://sterlingcapital.com/investments/exchange-traded-funds/" target="" class="btn btn-faded-gray btn-reg">
238                                                            Learn about our ETFs                                                                                                                    </a>
239                                                    </div>
240                                                                                            </div>
241                                        </div>
242                                                                            </div>
243                                </div>
244                            </div>
245                        </div>
246                                	        <div class="carousel-item hero-item ">
247                            <div class="hero-overlay"></div>
248                            <div class="bg-hero" style="background: url('/assets/inc/timthumb.php?src=/cdn/AdobeStock-208734029.jpg&w=1280&h=720') "></div>
249                            <div class="hero-text">
250                                <div class="container">
251                                    <div class="row align-items-center">
252                                        <div class="col-12">
253                                            <p class="eyebrow">SCEP</p>
254                                            <h2>Hedged Equity Premium Income ETF</h2>
255            								<div class="desc">
256                                                                                                <p>Seeks to generate premium income using AI capabilities.</p>                                                <div class="font-14px"><p>The Fund is distributed by Sterling Capital Distributors LLC.</p></div>                                            </div>
257                                            
258                                            <div class="row row-15px">
259                                                                                                                                                        <div class="col-auto">
260                                                        <a aria-label="Learn about SCEP: Hedged Equity Premium Income ETF" href="https://sterlingcapital.com/investments/exchange-traded-funds/scep/" target="" class="btn btn-faded-gray btn-reg">
261                                                            Learn about SCEP                                                                                                                    </a>
262                                                    </div>
263                                                                                            </div>
264                                        </div>
265                                                                            </div>
266                                </div>
267                            </div>
268                        </div>
269                                	        <div class="carousel-item hero-item ">
270                            <div class="hero-overlay"></div>
271                            <div class="bg-hero" style="background: url('/assets/inc/timthumb.php?src=/cdn/AdobeStock-144748707.jpg&w=1280&h=720') center center"></div>
272                            <div class="hero-text">
273                                <div class="container">
274                                    <div class="row align-items-center">
275                                        <div class="col-12">
276                                            <p class="eyebrow">Mutual Funds</p>
277                                            <h2>Small Cap Value Fund (STSCX)</h2>
278            								<div class="desc">
279                                                                                                <p><img class="m-star" src="https://sterlingcapital.com/assets/img/content/star-icon.svg" alt="Morningstar Star" /><img class="m-star" src="https://sterlingcapital.com/assets/img/content/star-icon.svg" alt="Morningstar Star" /><img class="m-star" src="https://sterlingcapital.com/assets/img/content/star-icon.svg" alt="Morningstar Star" /><img class="m-star" src="https://sterlingcapital.com/assets/img/content/star-icon.svg" alt="Morningstar Star" /><img class="m-star" src="https://sterlingcapital.com/assets/img/content/star-icon.svg" alt="Morningstar Star" /></p>                                                <div class="font-14px"><p>Morningstar Rating&trade;<br />Based on risk-adjusted returns. Based on risk-adjusted STSCX returns among 580 funds as of 03.31.2026.</p></div>                                            </div>
280                                            
281                                            <div class="row row-15px">
282                                                                                                                                                        <div class="col-auto">
283                                                        <a aria-label="View Fund: Small Cap Value Fund" href="/investments/mutual-funds/equity-funds/small-cap-value-fund/i/" target="" class="btn btn-faded-gray btn-reg">
284                                                            View Fund                                                                                                                    </a>
285                                                    </div>
286                                                                                            </div>
287                                        </div>
288                                                                            </div>
289                                </div>
290                            </div>
291                        </div>
292                                	        <div class="carousel-item hero-item ">
293                            <div class="hero-overlay"></div>
294                            <div class="bg-hero" style="background: url('/assets/inc/timthumb.php?src=/cdn/AdobeStock-193942741.jpg&w=1280&h=720') center center"></div>
295                            <div class="hero-text">
296                                <div class="container">
297                                    <div class="row align-items-center">
298                                        <div class="col-12">
299                                            <p class="eyebrow">Mutual Funds</p>
300                                            <h2>Total Return Bond Fund (BIBTX)</h2>
301            								<div class="desc">
302                                                                                                    <p aria-hidden="true"><img src="/assets/img/content/star-icon.svg" class="m-star" alt="Morningstar Star"><img src="/assets/img/content/star-icon.svg" class="m-star" alt="Morningstar Star"><img src="/assets/img/content/star-icon.svg" class="m-star" alt="Morningstar Star"><img src="/assets/img/content/star-icon.svg" class="m-star" alt="Morningstar Star"></p>
303                                                    <p class="sr-only">4 Star Morningstar Rating</p>
304                                                                                                                                                <div class="font-14px"><p class="sr-only">Morningstar Rating&trade;</p>
305<p class="sr-only">Based on risk-adjusted returns. Overall rating out of 417 Morningstar Intermediate-Term Bond funds as of 03.31.2026.</p>
306                                    <p>Morningstar Rating&trade;<br>
307                                    Based on risk-adjusted returns. Overall rating out of 417 Morningstar Intermediate-Term Bond funds as of 07.31.2026.</p></div>                                            </div>
308                                            
309                                            <div class="row row-15px">
310                                                                                                                                                        <div class="col-auto">
311                                                        <a aria-label="View Fund: Total Return Bond Fund" href="/investments/mutual-funds/fixed-income-funds/total-return-bond-fund/i/" target="" class="btn btn-faded-gray btn-reg">
312                                                            View Fund                                                                                                                    </a>
313                                                    </div>
314                                                                                            </div>
315                                        </div>
316                                                                            </div>
317                                </div>
318                            </div>
319                        </div>
320                                	        <div class="carousel-item hero-item ">
321                            <div class="hero-overlay"></div>
322                            <div class="bg-hero" style="background: url('/assets/inc/timthumb.php?src=/cdn/AdobeStock-283754404c.jpg&w=1280&h=720&custom_crop=36.24129626455453|45.84949935666405|1125.6008900325974|633.150500643336|0') "></div>
323                            <div class="hero-text">
324                                <div class="container">
325                                    <div class="row align-items-center">
326                                        <div class="col-12">
327                                            <p class="eyebrow">Sterling Capital</p>
328                                            <h2>Insights & Research</h2>
329            								<div class="desc">
330                                                                                                <p>Your centralized source for timely insights, opinions, research and education.</p>                                                                                            </div>
331                                            
332                                            <div class="row row-15px">
333                                                                                                                                                        <div class="col-auto">
334                                                        <a aria-label="Insights: Insights & Research" href="https://sterlingcapital.com/insights/" target="" class="btn btn-faded-gray btn-reg">
335                                                            Insights                                                                                                                    </a>
336                                                    </div>
337                                                                                            </div>
338                                        </div>
339                                                                            </div>
340                                </div>
341                            </div>
342                        </div>
343                                                                <div class="container" id="hero-indicators">
344                            <div class="row">
345                                <div class="col-12">
346                                    <button class="hero-pp-btn" type="button" aria-label="Pause" title="Pause"><i class="fa-light fa-pause fa-fw pp-icon"></i></button>
347                                    <ol class="carousel-indicators">
348                                        <li class="active">
348<a href="#" data-target="#hero" data-slide-to="0" title="Slide 1 of 5"></a></li><li class=""><a href="#" data-target="#hero" data-slide-to="1" title="Slide 2 of 5"></a></li><li class=""><a href="#" data-target="#hero" data-slide-to="2" title="Slide 3 of 5"></a></li><li class=""><a href="#" data-target="#hero" data-slide-to="3" title="Slide 4 of 5"></a></li><li class=""><a href="#" data-target="#hero" data-slide-to="4" title="Slide 5 of 5"></a></li>                                    </ol>
349                                </div>
350                            </div>
351                        </div>
352                                    </div>
353        	</div>
354        </div>
355    
356   <div class="" id="home-first-section">
357        <div class="container">
358            <div class="row justify-content-center">
359                <div class="col-12 text-center mb-4">
360                    <p class="eyebrow">Sterling Capital</p>
361                    <h2>Investments</h2>
362                </div>
363                                                    <div class="col-xl col-md-6 col-12 text-center mb-5">
364                        <div class="card border-0 h-100">
365                            <div class="card-body p-0">
366                                <div class="icon-circle-container">
367                                    <span class="fa-stack fa-stack-normal">
368                                        <i class="fa-solid fa-circle fa-stack-2x text-moss"></i>
369                                        <i class="fa-light fa-light fa-file-invoice-dollar  fa-fw fa-stack-1x"></i>
370                                    </span>
371                                </div>
372                                <h3 class="h5 mb-2">Mutual Funds</h3>
373                                <p class="font-14px mb-0">Sterling Capital Funds span a variety of asset classes. They each have different strategies, features, terms, fees and risk factors.</p>
374                            </div>
375                            <div class="card-footer border-0 p-0 pt-4">
376                                <a href="/investments/mutual-funds/" target="" class="btn btn-faded-gray btn-reg stretched-link">View Funds </a>
377                            </div>
378                        </div>
379                    </div>
380                                    <div class="col-xl col-md-6 col-12 text-center mb-5">
381                        <div class="card border-0 h-100">
382                            <div class="card-body p-0">
383                                <div class="icon-circle-container">
384                                    <span class="fa-stack fa-stack-normal">
385                                        <i class="fa-solid fa-circle fa-stack-2x text-forest"></i>
386                                        <i class="fa-light fa-light fa-donate fa-stack-1x"></i>
387                                    </span>
388                                </div>
389                                <h3 class="h5 mb-2">ETFs</h3>
390                                <p class="font-14px mb-0">Through our Sterling Capital Active ETFs, we strive to help clients achieve their goals by providing actively-managed portfolios focused on long-term capital appreciation with an emphasis on risk management.</p>
391                            </div>
392                            <div class="card-footer border-0 p-0 pt-4">
393                                <a href="/investments/exchange-traded-funds/" target="" class="btn btn-faded-gray btn-reg stretched-link">View ETFs </a>
394                            </div>
395                        </div>
396                    </div>
397                                    <div class="col-xl col-md-6 col-12 text-center mb-5">
398                        <div class="card border-0 h-100">
399                            <div class="card-body p-0">
400                                <div class="icon-circle-container">
401                                    <span class="fa-stack fa-stack-normal">
402                                        <i class="fa-solid fa-circle fa-stack-2x text-blue"></i>
403                                        <i class="fa-light fa-light fa-key-skeleton-left-right fa-fw fa-stack-1x"></i>
404                                    </span>
405                                </div>
406                                <h3 class="h5 mb-2">
406Fixed Income</h3>
407                                <p class="font-14px mb-0">We strive to deliver consistent, superior risk-adjusted performance through a multi-faceted approach to investing.</p>
408                            </div>
409                            <div class="card-footer border-0 p-0 pt-4">
410                                <a href="/investments/fixed-income/" target="" class="btn btn-faded-gray btn-reg stretched-link">View Fixed Income </a>
411                            </div>
412                        </div>
413                    </div>
414                            </div>
415        </div>
416    </div>
417
418
419    <div class="bg-cover bg-banner-home" style="background: url('/cdn/AdobeStock-248865459.jpg') center center;">
420        <div class="bg-banner-overlay"></div>
421        <div class="container">
422            <div class="row">
423                <div class="col-12">
424                    <div class="bg-banner-text text-center">
425                        <p class="mb-30px"><img src="/assets/img/logos/Sterling_Logo_Hor_White.svg" class="img-fluid" alt="Sterling Capital" width="300"></p>
426                        <p class="huge mb-30px">Sterling Capital Management is driven to deliver what matters most to our clients.</p>
427                        <div class="row">
428                            <div class="col-md-3 col-6 text-center mb-5">
429                                <p class="big-number">1970</p>
430                                <p class="glance-desc">Established</p>
431                            </div>
432                            <div class="col-md-3 col-6 text-center mb-5">
433                                <p class="big-number"><small>$</small>76<small>B</small></p><p class="glance-desc">USD in AUM + AUA                                <sup><a href="#" data-toggle="modal" data-target="#aum-disclaimer-modal" aria-label="Learn more about AUA + AUM"><i class="fa-light fa-info-circle"></i></a></sup><br>As of 06.30.2026                                </p>                            </div>
434                            <div class="col-md-3 col-6 text-center mb-5">
435                                <p class="big-number">5</p>
436                                <p class="glance-desc">Distinctive<br>Investment Teams</p>
437                            </div>
438                            <div class="col-md-3 col-6 text-center mb-5">
439                                <p class="big-number">187</p>
440                                <p class="glance-desc">Teammates</p>
441                            </div>
442                        </div>
443                    </div>
444                </div>
445            </div>
446        </div>
447    </div>
448
449    <div class="">
450        <div class="container pt-5 pb-18px">
451            <div class="row">
452                <div class="col-12">
453                    <div class="row row-15px mb-4 align-items-center">
454                        <div class="col-sm col-12 text-sm-left text-center">
455                            <p class="eyebrow">Sterling Capital</p>
456                            <h2 class="mb-sm-0 mb-2">Recent Insights</h2>
457                        </div>
458                        <div class="col-sm-auto col-12 text-center">
459                            <p class="mb-0"><a href="#" data-toggle="modal" data-target="#subscribe-modal" class="plain-link font-14px" aria-label="Subscribe to Insights">Subscribe</a><span class="px-2">|</span><a href="/insights/" class="plain-link font-14px" aria-label="View All Insights">View All</a></p>
460                        </div>
461                    </div>
462                </div>
463                <div class="col-lg-5 col-12 mb-30px">
464                    <div class="card bg-faded-gray">
465                        <div class="card-body">
466                            <ul class="material-link-list sterling-blue single-col no-first">
467                                                                    <li>
468                                        <a href="/cdn/Weekly-Market-Update-09-28-2026.pdf" target="_blank" class="stretched-link">
469                                            <span class="icon"><i class="fa-light fa-file-pdf fa-fw"></i></span>
470                                            <span>09.28.2026</span><br>
471                                            Advisory Solutions Weekly Market Update                                        </a>
472                                    </li>
473                                                                    <li>
474                                        <a href="/cdn/Bond-Market-Review-12-08-25-v2.pdf" target="_blank" class="stretched-link">
475                                            <span class="icon"><i class="fa-light fa-file-pdf fa-fw"></i></span>
476                                            <span>12.08.2025</span><br>
477                                            Fixed Income Weekly Bond Market Review                                        </a>
478                                    </li>
479                                                                    <li>
480                                        <a href="/cdn/Weekly-Market-Recap-9-28-26.pdf" target="_blank" class="stretched-link">
481                                            <span class="icon"><i class="fa-light fa-file-pdf fa-fw"></i></span>
482                                            <span>09.28.2026</span><br>
483                                            Equity Opportunities Weekly Market Recap                                        </a>
484                                    </li>
485                                                                    <li>
486                                        <a href="/cdn/The-Lead-September-2026.pdf" target="_blank" class="stretched-link">
487                                            <span class="icon"><i class="fa-light fa-file-pdf fa-fw"></i></span>
488                                            <span>09.11.2026</span><br>
489                                            The Lead - When Cheap May Be Risky                                        </a>
490                                    </li>
491                                                                    <li>
492                                        <a href="/cdn/Advisory-Solutions-Monthly-Update-Non-Model-September-2026.pdf" target="_blank" class="stretched-link">
493                                            <span class="icon"><i class="fa-light fa-file-pdf fa-fw"></i></span>
494                                            <span>09.17.2026</span><br>
495                                            Monthly Global Markets Update                                        </a>
496                                    </li>
497                                            	            </ul>
498                        </div>
499                    </div>
500                </div>
501                <div class="col-lg-7 col-12 mb-30px">
502                    
503                    <div class="swiper swiper-insights-home">
504                        <div class="swiper-wrapper">
505                                                            <div class="swiper-slide">
506                                    <div class="card insight-card">
507                                        <img data-src="/assets/inc/timthumb.php?src=/cdn/AdobeStock-143840199.jpeg.webp&w=480&h=270&custom_crop=57.67514677103718|280.92367906066517|5993.737769080235|3371.4774951076324|0" class="lazyload bg-light img-fluid" style="aspect-ratio: 480/270" alt="">
508                                        <div class="card-body">
509                                            <p class="details text-truncate"><span>
510                                                09.11.2026</span>
511                                                                                                     &bull;                                                     Charles Wittmann, CFA<sup>®</sup>                                                                                            </p>
512                                            <p class="heading">
513                                                <a href="/insights/the-lead-when-cheap-may-be-risky/" target="" class="stretched-link plain-link" >
514                                                     The Lead - When Cheap May Be Risky                                                </a>
515                                            </p>
516                                            <p class="desc line-clamp clamp-four">Are we value investors? Yes, but value is but one of our four investment pillars. Stocks that are cheap on valuation can be risk masquerading as a cheapness signal. We discuss how our four pillar investment process helps to reduce risk when vetting investment opportunities.</p>
517                                                                                    </div> 
518                                    </div>
519                                </div>
520                                                            <div class="swiper-slide">
521                                    <div class="card insight-card">
522                                        <img data-src="/assets/inc/timthumb.php?src=/cdn/article-thumbnail.png.webp&w=480&h=270" class="lazyload bg-light img-fluid" style="aspect-ratio: 480/270" alt="">
523                                        <div class="card-body">
524                                            <p class="details text-truncate"><span>
525                                                09.01.2026</span>
526                                                                                            </p>
527                                            <p class="heading">
528                                                <a href="/cdn/Sterling-OptionsIntegrity-V3-4.pdf" target="target="_blank"" class="stretched-link plain-link" >
529                                                    <span><i class="fa-light fa-file-pdf fa-fw"></i></span> Options Integrity                                                </a>
530                                            </p>
531                                            <p class="desc line-clamp clamp-four">This paper is intended to provide a general framework for evaluating options-based income strategies. It is educational in nature and is not intended to suggest that any particular options strategy, fund structure, or implementation method is appropriate or superior in all circumstances. </p>
532                                                                                    </div> 
533                                    </div>
534                                </div>
535                                                            <div class="swiper-slide">
536                                    <div class="card insight-card">
537                                        <img data-src="/assets/inc/timthumb.php?src=/cdn/AdobeStock-67731417.jpeg&w=480&h=270" class="lazyload bg-light img-fluid" style="aspect-ratio: 480/270" alt="">
538                                        <div class="card-body">
539                                            <p class="details text-truncate"><span>
540                                                08.31.2026</span>
541                                                                                                    <br>                                                    James Kerin, CFA<sup>®</sup>, Gregory Zage, CFA<sup>®</sup>                                                                                            </p>
542                                            <p class="heading">
543                                                <a href="/insights/the-sterling-capital-vault-return-of-the-term-premium-1/" target="" class="stretched-link plain-link" >
544                                                     The Sterling Capital VAULT: Return of the Term Premium                                                </a>
545                                            </p>
546                                            <p class="desc line-clamp clamp-four">The Fixed Income team's update on term premium in 2026. </p>
547                                                                                    </div> 
548                                    </div>
549                                </div>
550                                                            <div class="swiper-slide">
551                                    <div class="card insight-card">
552                                        <img data-src="/assets/inc/timthumb.php?src=/cdn/AdobeStock-211370890.jpeg&w=480&h=270" class="lazyload bg-light img-fluid" style="aspect-ratio: 480/270" alt="">
553                                        <div class="card-body">
554                                            <p class="details text-truncate"><span>
555                                                08.03.2026</span>
556                                                                                                    <br>                                                    James Kerin, CFA<sup>®</sup>, Michael McVicker                                                                                            </p>
557                                            <p class="heading">
558                                                <a href="/insights/natural-gas-prepayment-bonds-1/" target="" class="stretched-link plain-link" >
559                                                     The Sterling Capital VAULT: Natural Gas Prepayment Bonds                                                </a>
560                                            </p>
561                                            <p class="desc line-clamp clamp-four">Energy prepayment (prepay) bonds enable municipal utilities to lock into a discounted price on a long-term supply of energy, most commonly natural gas or electricity. Issued by special purpose authorities, bonds are structured with far-dated final maturities but shorter-dated mandatory tenders that are backed by the obligation of a bank or insurance company, known as the guarantor, to ensure that it occurs in order to return principal to bondholders. As a result, prepay bonds are ultimately a corporate credit exposure in the tax-exempt market. The final maturity matches the term of the energy supply contract and improves the bond’s market discount tax treatment, while the shorter-dated tender serves to optimize borrowing costs within the transaction.</p>
562                                                                                    </div> 
563                                    </div>
564                                </div>
565                                                            <div class="swiper-slide">
566                                    <div class="card insight-card">
567                                        <img data-src="/assets/inc/timthumb.php?src=/cdn/AdobeStock-767030282.jpg.webp&w=480&h=270" class="lazyload bg-light img-fluid" style="aspect-ratio: 480/270" alt="">
568                                        <div class="card-body">
569                                            <p class="details text-truncate"><span>
570                                                07.14.2026</span>
571                                                                                                     &bull;                                                     Charles Wittmann, CFA<sup>®</sup>                                                                                            </p>
572                                            <p class="heading">
573                                                <a href="/insights/the-lead-case-for-compounding/" target="" class="stretched-link plain-link" >
574                                                     The Lead - Case for Compounding                                                </a>
575                                            </p>
576                                            <p class="desc line-clamp clamp-four">In the current market, traditional characteristics of classic long term investing, such as sustainable earnings growth and its byproduct of paying increasingly higher dividends over time, appear to have been pushed into the corner. This month, we show how these stocks that have tended to trade at a premium to the market currently trade at a discount. Moreover, stocks with these characteristics, while challenged from a performance basis recently, have shown an ability to outperform over long periods of time.</p>
577                                                                                    </div> 
578                                    </div>
579                                </div>
580                                                            <div class="swiper-slide">
581                                    <div class="card insight-card">
582                                        <img data-src="/assets/inc/timthumb.php?src=/cdn/AdobeStock-287591184.jpeg.webp&w=480&h=270" class="lazyload bg-light img-fluid" style="aspect-ratio: 480/270" alt="">
583                                        <div class="card-body">
584                                            <p class="details text-truncate"><span>
585                                                06.30.2026</span>
586                                                                                            </p>
587                                            <p class="heading">
588                                                <a href="https://www.debtbook.com/blog/investment-policy-statement-template-6-common-mistakes-free-download" target="target="_blank"" class="stretched-link plain-link" >
589                                                    <span><i class="fa-light fa-external-link fa-fw"></i></span> Investment Policy Statement Template: 6 Common Mistakes to Avoid & Free Download                                                </a>
590                                            </p>
591                                            <p class="desc line-clamp clamp-four">DebBook Blog: A strong Investment Policy Statement (IPS) does more than define permissible investments. It helps organizations connect cash flow planning, liquidity management, governance, and investment decision-making into a single framework. Yet in our view, many investment policies fail to achieve that goal.</p>
592                                                                                    </div> 
593                                    </div>
594                                </div>
595                                                    </div>
596                        <div class="swiper-pagination"></div>
597                        <div class="swiper-button-next bottom"></div>
598                        <div class="swiper-button-prev bottom"></div>
599                    </div>
600                </div>
601            </div>
602        </div>
603    </div>
604
605    
606	
607
608
609    
610    
611    
612            <div class="bg-sterling-blue text-white">
613            <div class="container py-5">
614                <div class="row justify-content-between">
615                    <div class="col-12 text-center">
616                        <p class="eyebrow">Explore</p>
617                        <h2 class="text-white">Sterling Capital</h2>
618                    </div>
619                                                                    <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px">
620                            <div class="icon-circle-container">
621                                <span class="fa-stack fa-stack-normal">
622                                    <i class="fa-solid fa-circle fa-stack-2x text-moss"></i>
623                                    <i class="fa-light fa-memo-circle-info fa-stack-1x"></i>
624                                </span>
625                            </div>
626                            <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>
627                        </div>
628                                                                                            <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px">
629                            <div class="icon-circle-container">
630                                <span class="fa-stack fa-stack-normal">
631                                    <i class="fa-solid fa-circle fa-stack-2x text-forest"></i>
632                                    <i class="fa-light fa-users fa-stack-1x"></i>
633                                </span>
634                            </div>
635                            <a href="/about/leadership/" target="" class="explore-nav-track font-14px stretched-link text-white mb-0 d-inline-block">Sterling Capital Leadership</a>
636                        </div>
637                                                                                            <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px">
638                            <div class="icon-circle-container">
639                                <span class="fa-stack fa-stack-normal">
640                                    <i class="fa-solid fa-circle fa-stack-2x text-blue"></i>
641                                    <i class="fa-light fa-users fa-stack-1x"></i>
642                                </span>
643                            </div>
644                            <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>
645                        </div>
646                                                                                            <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px">
647                            <div class="icon-circle-container">
648                                <span class="fa-stack fa-stack-normal">
649                                    <i class="fa-solid fa-circle fa-stack-2x text-dawn"></i>
650                                    <i class="fa-light fa-id-card
651 fa-stack-1x"></i>
652                                </span>
653                            </div>
654                            <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>
655                        </div>
656                                                                                            <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px">
657                            <div class="icon-circle-container">
658                                <span class="fa-stack fa-stack-normal">
659                                    <i class="fa-solid fa-circle fa-stack-2x text-sky-blue"></i>
660                                    <i class="fa-light fa-user-headset  fa-fw fa-stack-1x"></i>
661                                </span>
662                            </div>
663                            <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>
664                        </div>
665                                                                                            <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px">
666                            <div class="icon-circle-container">
667                                <span class="fa-stack fa-stack-normal">
668                                    <i class="fa-solid fa-circle fa-stack-2x text-yellow"></i>
669                                    <i class="fa-light fa-briefcase  fa-stack-1x"></i>
670                                </span>
671                            </div>
672                            <a href="/about/careers/" target="" class="explore-nav-track font-14px stretched-link text-white mb-0 d-inline-block">Career<br>Opportunities</a>
673                        </div>
674                                                            </div>
675            </div>
676        </div>
677    
678      
679    
680    
681    <footer>
682        
683    	<div class="bg-faded-gray">
684    	    <div class="container pt-5 pb-18px">
685
686                
687    	        <div class="row">
688
689                            	            <div class="col-lg-2 col-md-4 col-6 mb-30px">
690        					<h3 class="h6">Discover</h3>
691        					<ul class="footer-links">
692                                                                    <li>
693                                        <a   target="" href="/insights/" class='footer-nav-track '>
694                                            Insights                                        </a>
695                                    </li>
696                                                                    <li>
697                                        <a  data-toggle="modal" target="" href="#subscribe-modal" class='footer-nav-track '>
698                                            Subscribe to Insights                                        </a>
699                                    </li>
700                                                                    <li>
701                                        <a   target="" href="/discover/glossary-of-terms/" class='footer-nav-track '>
702                                            Glossary of Terms                                        </a>
703                                    </li>
704                                                                    <li>
705                                        <a   target="" href="/search/" class='footer-nav-track '>
706                                            Search                                        </a>
707                                    </li>
708                                                                        					</ul>
709        	            </div>
710                            	            <div class="col-lg-2 col-md-4 col-6 mb-30px">
711        					<h3 class="h6">Investments</h3>
712        					<ul class="footer-links">
713                                                                    <li>
714                                        <a   target="" href="/investments/mutual-funds/" class='footer-nav-track '>
715                                            Mutual Funds                                        </a>
716                                    </li>
717                                                                    <li>
718                                        <a   target="" href="/investments/exchange-traded-funds/" class='footer-nav-track '>
719                                            Exchange-Traded Funds                                        </a>
720                                    </li>
721                                                                    <li>
722                                        <a   target="" href="/investments/fixed-income/" class='footer-nav-track '>
723                                            Fixed Income                                        </a>
724                                    </li>
725                                                                        					</ul>
726        	            </div>
727                            	            <div class="col-lg-2 col-md-4 col-6 mb-30px">
728        					<h3 class="h6">About</h3>
729        					<ul class="footer-links">
730                                                                    <li>
731                                        <a   target="" href="/about/about-sterling-capital/" class='footer-nav-track '>
732                                            About Sterling Capital                                        </a>
733                                    </li>
734                                                                    <li>
735                                        <a   target="" href="/about/leadership/" class='footer-nav-track '>
736                                            Sterling Capital Leadership                                        </a>
737                                    </li>
738                                                                    <li>
739                                        <a   target="" href="/about/guardian-capital-senior-leadership/" class='footer-nav-track '>
740                                            Guardian Capital Senior Leadership                                        </a>
741                                    </li>
742                                                                    <li>
743                                        <a   target="" href="/about/investment-professionals/" class='footer-nav-track '>
744                                            Investment Professionals                                        </a>
745                                    </li>
746                                                                    <li>
747                                        <a   target="" href="/about/client-strategy-service/" class='footer-nav-track '>
748                                            Client Strategy & Service                                        </a>
749                                    </li>
750                                                                    <li>
751                                        <a   target="" href="/about/careers/" class='footer-nav-track '>
752                                            Careers                                        </a>
753                                    </li>
754                                                                    <li>
755                                        <a   target="_blank" href="https://brokercheck.finra.org/" class='footer-nav-track '>
756                                            <span class="float-right ml-2"><i class="fa-light fa-external-link fa-fw"></i></span>FINRA BrokerCheck                                        </a>
757                                    </li>
758                                                                        					</ul>
759        	            </div>
760                            	            <div class="col-lg-2 col-md-4 col-6 mb-30px">
761        					<h3 class="h6">Legal</h3>
762        					<ul class="footer-links">
763                                                                    <li>
764                                        <a   target="" href="/legal/terms-of-use/" class='footer-nav-track '>
765                                            Terms of Use                                        </a>
766                                    </li>
767                                                                    <li>
768                                        <a   target="" href="/legal/privacy/" class='footer-nav-track '>
769                                            Privacy                                        </a>
770                                    </li>
771                                                                    <li>
772                                        <a   target="" href="/legal/disclaimer/" class='footer-nav-track '>
773                                            Disclaimer                                        </a>
774                                    </li>
775                                                                    <li>
776                                        <a   target="" href="/legal/accessibility/" class='footer-nav-track '>
777                                            Accessibility                                        </a>
778                                    </li>
779                                                                    <li>
780                                        <a   target="_blank" href="/legal/form-adv/" class='footer-nav-track '>
781                                            <span class="float-right ml-2"><i class="fa-light fa-file-pdf fa-fw"></i></span>Form ADV                                        </a>
782                                    </li>
783                                                                    <li>
784                                        <a   target="_blank" href="/legal/form-crs/" class='footer-nav-track '>
785                                            <span class="float-right ml-2"><i class="fa-light fa-file-pdf fa-fw"></i></span>Form CRS                                        </a>
786                                    </li>
787                                                                        					</ul>
788        	            </div>
789                            	            <div class="col-lg-2 col-md-4 col-6 mb-30px">
790        					<h3 class="h6">Login</h3>
791        					<ul class="footer-links">
792                                                                    <li>
793                                        <a   target="_blank" href="https://uportal.ultimusfundsolutions.com/app/sterlingcapital/#login" class='footer-nav-track '>
794                                            <span class="float-right ml-2"><i class="fa-light fa-external-link fa-fw"></i></span>Sterling Capital Funds Investor Portal                                        </a>
795                                    </li>
796                                                                        					</ul>
797        	            </div>
798                    
799    	            <div class="col-lg-2 col-md-4 col-6 mb-30px">
800    					<div class="h6">Connect</div>
801    					<ul class="footer-links">
802                            <li><a href="/contact/" class='footer-nav-track '>Contact</a></li>
803    						<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>
804    					</ul>
805    	            </div>
806    	        </div>
807    	    </div>
808    		<div class="container pb-18px">
809    		    <div class="row">
810    		        <div class="col-12">
811    					<hr class="white mt-0 mb-5">
812    		            <div class="disclaimer-text">
813                            <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 is subject to market conditions and is therefore expected to fluctuate.</b></p>
814<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. The
814se 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>
815<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 &amp; 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>
816<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>
817                            <div class="show-recaptcha-message"></div>
818
819    					</div>
820    					<hr class="white my-5">
821    		        </div>
822    		    </div>
823    			<div class="row align-items-center">
824    				<div class="col-md-auto col-12 text-md-left text-center mb-30px">
825    					<a href="/individual-investor-home/" title="Home"><img class="footer-logo" src="/assets/img/logos/Sterling-w-Guardian-logo-Hor.svg" alt="Sterling Capital Logo"></a>
826    				</div>
827    				<div class="col-md col-12 text-center mb-30px order-md-2 order-3">
828    					<p class="font-12px mb-0">© 2026 Sterling Capital Management LLC. All rights reserved.<span class="d-md-inline-block d-none">&nbsp;</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>
829    				</div>
830    				<div class="col-md-auto col-12 text-md-right text-center mb-30px order-md-3 order-2">
831    					<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>
832    				</div>
833    			</div>
834    		</div>
835    	</div>
836    </footer>
837
838
839<!-- Scroll Top -->
840<a href="/" class="scroll-top" title="Scroll Up"><i class="fa-light fa-chevron-up"></i><span class="sr-only">Scroll Up</span></a>
841
842
843</main> 
844
845<script data-search-pseudo-elements defer src="https://kit.fontawesome.com/4a4b2f7c75.js" crossorigin="anonymous"></script>
vendor: 1 bytes, line 845
845
846<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 846
846
847<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 847
847
848<script src="https://stackpath.bootstrapcdn.com/bootstrap/4.4.1/js/bootstrap.min.js" integrity="sha384-wfSDF2E50Y2D1uUdj0O3uMBJnjuUD4Ih7YwaYd1iqfktj0Uod8GCExl3Og8ifwB6" crossorigin="anonymous"></script>
vendor: 1 bytes, line 848
848
849<script src="https://unpkg.com/[email protected]/dist/aos.js"></script>
vendor: 1 bytes, line 849
849
850<script src="https://cdnjs.cloudflare.com/ajax/libs/bootstrap-select/1.13.18/js/bootstrap-select.min.js"></script>
vendor: 1 bytes, line 850
850
851<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 851
851
852<script src="https://cdnjs.cloudflare.com/ajax/libs/Swiper/8.1.5/swiper-bundle.min.js"></script>
vendor: 1 bytes, line 852
852
853<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 853
853
854<script type="text/javascript" src="https://cdn.datatables.net/fixedcolumns/4.1.0/js/dataTables.fixedColumns.min.js"></script>
vendor: 1 bytes, line 854
854
855<script type="text/javascript" src="https://cdn.datatables.net/fixedheader/3.2.3/js/dataTables.fixedHeader.min.js"></script>
vendor: 1 bytes, line 855
855
856<script src="/assets/js/forms.js"></script>
vendor: 1 bytes, line 856
856
857<script src="/assets/js/lazysizes.js" async=""></script>
vendor: 1 bytes, line 857
857
858<script src="/assets/js/site.js?v=1791063443"></script>
858
859
860
861<script id="core-js" recaptcha-site-key="6Lfg6LshAAAAAMSohuMFJXcfV5yAZBvYQpBkWVCq" src="/assets/js/core.js?v=1791063443"></script>
vendor: 1 bytes, line 861
861
862<script id="session-js" session-persona="0" src="/assets/js/session.js?v=1791063443"></script>
862
863
864<div class="modal fade" id="aum-disclaimer-modal" tabindex="-1" role="dialog" aria-labelledby="AUA + AUM Disclaimer" aria-hidden="true">
865    <div class="modal-dialog modal-lg" role="document">
866        <div class="modal-content">
867            <div class="modal-header">
868                <div class="modal-title" role="heading" aria-level="2">AUA + AUM</div>
869                <button type="button" class="close" data-dismiss="modal" aria-label="Close">
870                    <i class="fa-light fa-times fa-fw"></i>
871                </button>
872            </div>
873            <div class="modal-body disclaimer-text">
874                <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>
875        </div>
876    </div>
877</div>
878<div class="modal fade" tabindex="-1" role="dialog" id="subscribe-modal">
879    <div class="modal-dialog modal-lg" role="document">
880        <div class="modal-content">
881            <div class="modal-header">
882				<img class="modal-shield" src="/assets/img/logos/sterling-shield.svg" alt="Sterling Capital">
883                <button type="button" class="close" data-dismiss="modal" aria-label="Close">
884                    <i class="fa-light fa-times fa-fw"></i>
885                </button>
886            </div>
887            <div class="modal-body">
888                <div class="bg-faded-gray mb-4 d-none" id="insights-subscription-errors">
889            		<div class="container">
890            			<div class="row">
891            				<div class="col-12">
892            					<div class="alert alert-dismissible fade show custom-alert alert-danger mt-15px" role="alert">
893            						<div class="row">
894            							<div class="col-auto">
895            								<div class="icon-body">
896            									<i class="fa-light fa-circle-exclamation fa-fw"></i>
897            								</div>
898            							</div>
899            							<div class="col">
900            								<div class="alert-body">
901            									<p class="alert-title">The following errors occurred:</p>
902            									<div class="alert-text">
903            										<ol></ol>
904            									</div>
905            								</div>
906            							</div>
907            						</div>
908            					</div>
909            				</div>
910            			</div>
911            		</div>
912            	</div>
913				<form class="needs-validation alt-submit" method="post" novalidate id="insights-subscription-form">
914					<legend>Subscribe to Insights</legend>
915					<p class="font-12px">*Indicates a required response.</p>
916					<div class="row row-15px">
917						<div class="form-group col-12">
918							<label for="subscribe_company">Company</label>
919							<input type="text" class="form-control" id="subscribe_company" name="company" required>
920                            <div role="alert" class="invalid-feedback">Please enter a valid company name.</div>
921						</div>
922                    </div>
923                    <div class="row row-15px">
924                        <div class="form-group col">
925                            <label for="subscribe_state">State/Province</label>
926                            <select required class="form-control custom-select selectpicker" id="subscribe_state" name="state" title="Select State or Province">
927                                <option  value="Other">Other</option>
928                                <optgroup label="United States">
929                                                                                                                    <option  value="Alabama, USA">Alabama</option>
930                                                                                                                    <option  value="Alaska, USA">Alaska</option>
931                                                                                                                    <option  value="Arizona, USA">Arizona</option>
932                                                                                                                    <option  value="Arkansas, USA">Arkansas</option>
933                                                                                                                    <option  value="California, USA">California</option>
934                                                                                                                    <option  value="Colorado, USA">Colorado</option>
935                                                                                                                    <option  value="Connecticut, USA">Connecticut</option>
936                                                                                                                    <option  value="Delaware, USA">Delaware</option>
937                                                                                                                    <option  value="District Of Columbia, USA">District Of Columbia</option>
938                                                                                                                    <option  value="Florida, USA">Florida</option>
939                                                                                                                    <option  value="Georgia, USA">Georgia</option>
940                                                                                                                    <option  value="Hawaii, USA">Hawaii</option>
941                                                                                                                    <option  value="Idaho, USA">Idaho</option>
942                                                                                                                    <option  value="Illinois, USA">Illinois</option>
943                                                                                                                    <option  value="Indiana, USA">Indiana</option>
944                                                                                                                    <option  value="Iowa, USA">Iowa</option>
945                                                                                                                    <option  value="Kansas, USA">Kansas</option>
946                                                                                                                    <option  value="Kentucky, USA">Kentucky</option>
947                                                                                                                    <option  value="Louisiana, USA">Louisiana</option>
948                                                                                                                    <option  value="Maine, USA">Maine</option>
949                                                                                                                    <option  value="Maryland, USA">Maryland</option>
950                                                                                                                    <option  value="Massachusetts, USA">Massachusetts</option>
951                                                                                                                    <option  value="Michigan, USA">Michigan</option>
952                                                                                                                    <option  value="Minnesota, USA">Minnesota</option>
953                                                                                                                    <option  value="Mississippi, USA">Mississippi</option>
954                                                                                                                    <option  value="Missouri, USA">Missouri</option>
955                                                                                                                    <option  value="Montana, USA">Montana</option>
956                                                                                                                    <option  value="Nebraska, USA">Nebraska</option>
957                                                                                                                    <option  value="Nevada, USA">Nevada</option>
958                                                                                                                    <option  value="New Hampshire, USA">New Hampshire</option>
959                                                                                                                    <option  value="New Jersey, USA">New Jersey</option>
960                                                                                                                    <option  value="New Mexico, USA">New Mexico</option>
961                                                                                                                    <option  value="New York, USA">New York</option>
962                                                                                                                    <option  value="North Carolina, USA">North Carolina</option>
963                                                                                                                    <option  value="North Dakota, USA">North Dakota</option>
964                                                                                                                    <option  value="Ohio, USA">Ohio</option>
965                                                                                                                    <option  value="Oklahoma, USA">Oklahoma</option>
966                                                                                                                    <option  value="Oregon, USA">Oregon</option>
967                                                                                                                    <option  value="Pennsylvania, USA">Pennsylvania</option>
968                                                                                                                    <option  value="Rhode Island, USA">Rhode Island</option>
969                                                                                                                    <option  value="South Carolina, USA">South Carolina</option>
970                                                                                                                    <option  value="South Dakota, USA">South Dakota</option>
971                                                                                                                    <option  value="Tennessee, USA">Tennessee</option>
972                                                                                                                    <option  value="Texas, USA">Texas</option>
973                                                                                                                    <option  value="Utah, USA">Utah</option>
974                                                                                                                    <option  value="Vermont, USA">Vermont</option>
975                                                                                                                    <option  value="Virginia, USA">Virginia</option>
976                                                                                                                    <option  value="Washington, USA">Washington</option>
977                                                                                                                    <option  value="West Virginia, USA">West Virginia</option>
978                                                                                                                    <option  value="Wisconsin, USA">Wisconsin</option>
979                                                                                                                    <option  value="Wyoming, USA">Wyoming</option>
980                                                                    </optgroup>
981
982                                <optgroup label="Canada">
983                                                                                                                    <option  value="Ontario, Canada">Ontario</option>
984                                                                                                                    <option  value="Quebec, Canada">Quebec</option>
985                                                                                                                    <option  value="Nova Scotia, Canada">Nova Scotia</option>
986                                                                                                                    <option  value="New Brunswick, Canada">New Brunswick</option>
987                                                                                                                    <option  value="Manitoba, Canada">Manitoba</option>
988                                                                                                                    <option  value="British Columbia, Canada">British Columbia</option>
989                                                                                                                    <option  value="Prince Edward Island, Canada">Prince Edward Island</option>
990                                                                                                                    <option  value="Saskatchewan, Canada">Saskatchewan</option>
991                                                                                                                    <option  value="Alberta, Canada">Alberta</option>
992                                                                                                                    <option  value="Newfoundland and Labrador, Canada">Newfoundland and Labrador</option>
993                                                                    </optgroup>
994                            </select>
995                        </div>
996                        <div class="form-group col-md-6 col-12 other-state-wrap d-none">
997                            <label for="subscribe_state_other">Please Specify</label>
998                            <input type="text" class="form-control" id="subscribe_state_other" name="state_other" value="" required>
999                            <div role="alert" class="invalid-feedback">Please enter a valid value.</div>
1000                        </div>
1001                    </div>
1002                    <div class="row row-15px">
1003						<div class="form-group col-sm-6 col-12">
1004							<label for="subscribe_first_name">First Name</label>
1005							<input type="text" class="form-control" id="subscribe_first_name" name="first_name" required>
1006							<div role="alert" class="invalid-feedback">Please enter a valid first name.</div>
1007						</div>
1008						<div class="form-group col-sm-6 col-12">
1009							<label for="subscribe_last_name">Last Name</label>
1010							<input type="text" class="form-control" id="subscribe_last_name" name="last_name" required>
1011							<div role="alert" class="invalid-feedback">Please enter a valid last name.</div>
1012						</div>
1013						<div class="form-group col-sm-6 col-12">
1014							<label for="subscribe_email">Professional Email Address</label>
1015							<input type="email" class="form-control" id="subscribe_email" name="email" required>
1016							<div role="alert" class="invalid-feedback">Please enter a valid email address.</div>
1017                            <p class="font-12px mt-1 mb-0">(Use professional email with company domain. All Gmail, Hotmail, Yahoo, and AOL domains are prohibited.)</p>
1018						</div>
1019						<div class="form-group col-sm-6 col-12">
1020							<label for="subscribe_phone">Phone Number</label>
1021							<input type="tel" class="form-control data phone" id="subscribe_phone" name="phone" required>
1022							<div role="alert" cla
1022ss="invalid-feedback">Please enter a valid phone number.</div>
1023						</div>
1024                        <div class="form-group col-lg-6 col-12">
1025                            <p class="label mb-2">Select Weekly Insight(s)</p>
1026                                                                                        <div class="custom-control custom-checkbox">
1027                                    <input name="weekly_insights[]" type="checkbox" class="custom-control-input" id="weekly_insight_0" value="Market Recap (Equity Market)">
1028                                    <label class="custom-control-label" for="weekly_insight_0">Market Recap (Equity Market)</label>
1029                                </div>
1030                                                            <div class="custom-control custom-checkbox">
1031                                    <input name="weekly_insights[]" type="checkbox" class="custom-control-input" id="weekly_insight_1" value="Market Update (Advisory Solutions Market)">
1032                                    <label class="custom-control-label" for="weekly_insight_1">Market Update (Advisory Solutions Market)</label>
1033                                </div>
1034                                                    </div>
1035                        <div class="form-group col-lg-6 col-12">
1036                            <p class="label mb-2">Select Monthly Insight(s)</p>
1037                                                                                        <div class="custom-control custom-checkbox">
1038                                    <input name="monthly_insights[]" type="checkbox" class="custom-control-input" id="monthly_insight0" value="The Lead (Equity Opportunities Group)">
1039                                    <label class="custom-control-label" for="monthly_insight0">The Lead (Equity Opportunities Group)</label>
1040                                </div>
1041                                                            <div class="custom-control custom-checkbox">
1042                                    <input name="monthly_insights[]" type="checkbox" class="custom-control-input" id="monthly_insight1" value="Market Update (Advisory Solutions)">
1043                                    <label class="custom-control-label" for="monthly_insight1">Market Update (Advisory Solutions)</label>
1044                                </div>
1045                                                    </div>
1046					</div>
1047					<button class="btn btn-sterling-blue btn-reg mt-2" type="submit">Subscribe Now</button>
1048                    <input type="hidden" name="recaptcha_response">
1049				</form>
1050            </div>
1051        </div>
1052    </div>
1053</div>
1054
1055<script>
1056
1057    $(function() {
1058
1059        $('[name="state"]').change(function() {
1060
1061            var form = $(this).parents('form');
1062            
1063            if ($(this).val() == "Other") $(form).find(".other-state-wrap").removeClass('d-none');
1064            else $(form).find(".other-state-wrap").addClass('d-none');
1065
1066        }).change();
1067
1068        $("#insights-subscription-form").submit(function(e) {
1069
1070            // this also requires Blake's accompanying js that is generally held in site.js
1071            // that activates the invalid-feedback divs
1072            reset_fields();
1073            e.preventDefault();
1074
1075        	var submitting_form = $(this);
1076            $("#insights-subscription-errors").addClass('d-none');
1077            $("#insights-subscription-errors ol").empty();
1078
1079        	if (submitting_form[0].checkValidity()) {
1080        		grecaptcha.execute('6Lfg6LshAAAAAMSohuMFJXcfV5yAZBvYQpBkWVCq', { action: 'site' }).then(function (token) {
1081                    $(submitting_form).find('[name=recaptcha_response]').val(token);
1082
1083                    var form_data = $("#insights-subscription-form").serializeArray();
1084
1085                    $.post("/assets/inc/actions.php?action=insights_subscriber", form_data)
1086                        .done(function(data) {
1087                            var data = JSON.parse(data);
1088                            if (data.status == 'success') {
1089                                $("#subscribe-modal .modal-body").html('\
1090                                    <div class="card border-0 text-center">\
1091                                    	<div class="card-body p-5">\
1092                                    		<p class="mb-2"><i class="fa-solid fa-\che\ck-circle fa-2x mx-auto text-green"></i></p>\
1093                                    		<h2>Subscription Request Sent!</h2>\
1094                                    		<p class="font-weight-600">Thank you for requesting to subscribe to our Insights.</p>\
1095                                    	</div>\
1096                                    </div>\
1097                                ');
1098                            } else {
1099                                $("#insights-subscription-errors").removeClass('d-none');
1100                                $(data.errors).each(function(key, value) {
1101                                    $("#insights-subscription-errors ol").append('<li>' + value + '</li>');
1102                                });
1103                            }
1104                        }
1105                    );
1106
1107        		});
1108        	} else {
1109                // scroll to first error
1110                $('html,body').animate({scrollTop: $('.was-validated .form-control:invalid').first().offset().top - 50},'slow');
1111            }
1112
1113        })
1114
1115    })
1116
1117</script>
1117
1118
1119        <div id="subscribe-slidein" class="alert alert-dismissible fade show animated fadeIn bg-cover bg-white" role="alert">
1120        <button type="button" class="close" data-dismiss="alert" aria-label="Close">
1121    	    <i class="fa-light fa-times fa-fw"></i>
1122        </button>
1123        <div class="text-center">
1124            <p class="eyebrow">Sterling Capital</p>
1125            <div class="heading h5" role="heading" aria-level="2">Subscribe to Insights</div>
1126            <p clas="font-14px mb-0">Keep up with the latest insights from Sterling Capital.</p>
1127            <div class="row row-15px">
1128                <div class="col-sm-6 col-12">
1129                    <a href="#" data-toggle="modal" data-target="#subscribe-modal" class="btn btn-sterling-blue btn-reg btn-block mt-15px">Subscribe</a>
1130                </div>
1131                <div class="col-sm-6 col-12">
1132                    <a href="/about/contact/" class="btn btn-faded-gray btn-reg btn-block mt-15px">Contact</a>
1133                </div>
1134            </div>
1135        </div>
1136    </div>
1137
1138    
1138<script>
1139        $("#subscribe-slidein .close, #subscribe-slidein .btn").click(function() {
1140             localStorage.setItem("subscribe-slidein", "dismissed");
1141        });
1142        if (localStorage.getItem("subscribe-slidein") == "dismissed") $("#subscribe-slidein").remove();
1143
1144
1145        $(document).ready(function () {
1146        	var swiper = new Swiper('.swiper-insights-home', {
1147        		slidesPerView: 1,
1148        	    slidesPerGroup: 1,
1149        	    spaceBetween: 15,
1150        	    watchOverflow: true,
1151        	    centerInsufficientSlides: true,
1152        	    breakpoints: {
1153        	    575: {
1154        	        slidesPerView: 1,
1155        	        slidesPerGroup: 1,
1156        	    },
1157        	    767: {
1158        	        slidesPerView: 2,
1159        	        slidesPerGroup: 2,
1160        	    },
1161        	    991: {
1162        	        slidesPerView: 2,
1163        	        slidesPerGroup: 2,
1164        	    },
1165        	    1199: {
1166        	        slidesPerView: 2,
1167        	        slidesPerGroup: 2,
1168        	        }
1169        	    },
1170        	    navigation: {
1171        	        nextEl: '.swiper-button-next',
1172        	        prevEl: '.swiper-button-prev',
1173        	    },
1174        		pagination: {
1175        			el: '.swiper-pagination',
1176        			clickable: true,
1177                },
1178        	});
1179        });
1180
1181
1182    </script>
1182
1183
1184    
1185
1186<!-- Salesforce tracking code, task ID: 55840 -->
1187<script type='text/javascript'>
1188var piDomain = 'go.sterlingcapital.com';
1189
1190(function() {
1191    var s = document.createElement('script'); s.type = 'text/javascript';
1192    s.src = ('https:' == document.location.protocol ? 'https://' : 'http://') + piDomain + '/pdt.js';
1193    var c = document.getElementsByTagName('script')[0]; c.parentNode.insertBefore(s, c);
1194    window['pdt'] = window['pdt'] || function(){(window['pdt'].cq = window['pdt'].cq || []).push(arguments);};
1195})();
1196
1197// Create an analytics tracker with the required information:
1198// pdt('create', Account Engagement account ID + 1000, Account Engagement campaign ID + 1000, 'go.example.com');
1199pdt('create', 1097693, 113322, piDomain);
1200pdt('sendPageView');
1201
1202function checkCookieYesConsent() {
1203
1204    console.log('checking cookie consent');
1205
1206    const consent = document.cookie
1207        .split('; ')
1208        .find(row => row.startsWith("cookieyes-consent="))
1209        ?.split('=')[1];
1210
1211    //console.log(consent);
1212
1213    if (consent && consent.includes("analytics:yes")) {
1214        if (typeof pdt === "function") {
1215            pdt("setOptIn", true); // Enable Pardot opt-in
1216            console.log("Pardot opt-in set to true");
1217        } else {
1218            console.warn("Pardot tracking function not available yet.");
1219        }
1220    } else {
1221        pdt("setOptIn", false); // Enable Pardot opt-in
1222        console.log("User has not consented, Pardot opt-in set to no.");
1223    }
1224}
1225
1226window.addEventListener("load", checkCookieYesConsent);
1227window.addEventListener("cookieyes-consent-update", checkCookieYesConsent);
1228
1229// added 12/23/2025 task id: 57014
1230piAId = '1097693';
1231piCId = '113322';
1232piHostname = 'go.sterlingcapital.com';
1233
1234(function() {
1235
1236    function async_load(){
1237        var s = document.createElement('script'); s.type = 'text/javascript';
1238        s.src = ('https:' == document.location.protocol ? 'https://' : 'http://') + piHostname + '/pd.js';
1239        var c = document.getElementsByTagName('script')[0]; c.parentNode.insertBefore(s, c);
1240    }
1241
1242    if(window.attachEvent) { window.attachEvent('onload', async_load); }
1243    else { window.addEventListener('load', async_load, false); }
1244})();
1245
1246</script>
1246
1247</body>
1248</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.