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92<!-- End Google Tag Manager (noscript) --> 93 94<!-- Added 6/26/2025, task id 55491, has accompanying head tag --> 95<noscript><img src="//beacon.etfflows.com/piwik.php?idsite=50" style="border:0;" alt="" /></noscript> 96<!-- End 55491 tag --> 97 98<!-- Added 10/2/2026, task id 59863, has accompanying head tag --> 99<noscript> 100<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=9808162&fmt=gif" /> 101</noscript> 102 103 104<main id="main-content"> 105 <div id="global-index"> 106 <div class="section"> 107 <div class="container"> 108 <div class="row row-small"> 109 <div class="col-12 mb-30px"> 110 <h1 class="sr-only">Sterling Capital</h1> 111 <p><img src="/assets/img/logos/Sterling-w-Guardian-logo-Hor.svg" alt="Sterling Capital" class="img-fluid" width="300"></p> 112 <p class="lead">Founded in 1970 and proudly headquartered in Charlotte, NC, Sterling Capital Management LLC is a group of 187 seasoned investment professionals, client service and administrative teammates who manage $76 Billion in AUM + AUA <sup><a href="#" data-toggle="modal" data-target="#aum-disclaimer-modal" class="text-sterling-blue" aria-label="Learn more about AUA + AUM"><i class="fa-light fa-info-circle"></i><span class="sr-only">Info Circle</span></a></sup> (as of 06.30.2026).</p> 113 </div> 114 <div class="col-12"> 115 <h2 class="h6 mb-0">Select Investor Type</h2> 116 <div class="row row-15px justify-content-center"> 117 <div class="col-lg-4 col-12 mt-15px"> 118 <a href="/financial-professional-home/" class="btn btn-sterling-blue persona-card"> 119 <i class="fa-light fa-light fa-calculator fa-2x fa-fw d-block"></i> 120 Financial Professional </a> 121 </div> 122 <div class="col-lg-4 col-12 mt-15px"> 123 <a href="/institutional-investor-home/" class="btn btn-sterling-blue persona-card"> 124 <i class="fa-light fa-light fa-landmark fa-2x fa-fw d-block"></i> 125 Institutional Investor </a> 126 </div> 127 <div class="col-lg-4 col-12 mt-15px"> 128 <a href="/individual-investor-home/" class="btn btn-sterling-blue persona-card"> 129 <i class="fa-light fa-light fa-circle-user fa-2x fa-fw d-block"></i> 130 Individual Investor </a> 131 </div> 132 </div> 133 </div> 134 </div> 135 </div> 136 </div> 137 </div> 138 <div class=""> 139 <div class="container py-5"> 140 <div class="row"> 141 <div class="col-12 mb-2 disclaimer-text"> 142 <h2 class="h6">Terms and Conditions</h2> 143 <p class="disclaimer-text">
143This site and all the information contained herein is general and/or educational in nature. Individuals should consult an investment advisor before making any investment decisions. By using the site I agree to the applicable terms for Financial Professionals, Institutional Investors and Individual Investors.</p> 144 <div class="row row-15px btn-row"> 145 <div class="col-auto"> 146 <a href="/legal/privacy/" class="btn btn-faded-gray btn-reg">Privacy</a> 147 </div> 148 <div class="col-auto"> 149 <a href="/legal/terms-of-use/" class="btn btn-faded-gray btn-reg">Terms of Use</a> 150 </div> 151 </div> 152 </div> 153 <div class="col-12"> 154 <div class="disclaimer-text"> 155 <p>This site and all the information contained herein is general and/or educational in nature. Individuals should consult an investment advisor before making any investment decisions. By using the site I agree to the applicable terms for Financial Professionals, Institutional Investors and Individual Investors.</p> 156<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
156se 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> 157<p>Investment advisory services are available through SCM, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an indirect, wholly-owned subsidiary of Desjardins Global Asset Management Inc., which is part of the Desjardins Group. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses.</p> </div> 158 </div> 159 </div> 160 </div> 161 </div> 162 163 164 165 166<!-- Scroll Top --> 167<a href="/" class="scroll-top" title="Scroll Up"><i class="fa-light fa-chevron-up"></i><span class="sr-only">Scroll Up</span></a> 168 169 170</main> 171
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189 190 191<div class="modal fade" id="aum-disclaimer-modal" tabindex="-1" role="dialog" aria-labelledby="AUA + AUM Disclaimer" aria-hidden="true"> 192 <div class="modal-dialog modal-lg" role="document"> 193 <div class="modal-content"> 194 <div class="modal-header"> 195 <div class="modal-title" role="heading" aria-level="2">AUA + AUM</div> 196 <button type="button" class="close" data-dismiss="modal" aria-label="Close"> 197 <i class="fa-light fa-times fa-fw"></i> 198 </button> 199 </div> 200 <div class="modal-body disclaimer-text"> 201 <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> 202 </div> 203 </div> 204</div> 205<div class="modal fade" tabindex="-1" role="dialog" id="subscribe-modal"> 206 <div class="modal-dialog modal-lg" role="document"> 207 <div class="modal-content"> 208 <div class="modal-header"> 209 <img class="modal-shield" src="/assets/img/logos/sterling-shield.svg" alt="Sterling Capital"> 210 <button type="button" class="close" data-dismiss="modal" aria-label="Close"> 211 <i class="fa-light fa-times fa-fw"></i> 212 </button> 213 </div> 214 <div class="modal-body"> 215 <div class="bg-faded-gray mb-4 d-none" id="insights-subscription-errors"> 216 <div class="container"> 217 <div class="row"> 218 <div class="col-12"> 219 <div class="alert alert-dismissible fade show custom-alert alert-danger mt-15px" role="alert"> 220 <div class="row"> 221 <div class="col-auto"> 222 <div class="icon-body"> 223 <i class="fa-light fa-circle-exclamation fa-fw"></i> 224 </div> 225 </div> 226 <div class="col"> 227 <div class="alert-body"> 228 <p class="alert-title">The following errors occurred:</p> 229 <div class="alert-text"> 230 <ol></ol> 231 </div> 232 </div> 233 </div> 234 </div> 235 </div> 236 </div> 237 </div> 238 </div> 239 </div> 240 <form class="needs-validation alt-submit" method="post" novalidate id="insights-subscription-form"> 241 <legend>Subscribe to Insights</legend> 242 <p class="font-12px">*Indicates a required response.</p> 243 <div class="row row-15px"> 244 <div class="form-group col-12"> 245 <label for="subscribe_company">Company</label> 246 <input type="text" class="form-control" id="subscribe_company" name="company" required> 247 <div role="alert" class="invalid-feedback">Please enter a valid company name.</div> 248 </div> 249 </div> 250 <div class="row row-15px"> 251 <div class="form-group col"> 252 <label for="subscribe_state">State/Province</label> 253 <select required class="form-control custom-select selectpicker" id="subscribe_state" name="state" title="Select State or Province"> 254 <option value="Other">Other</option> 255 <optgroup label="United States"> 256 <option value="Alabama, USA">Alabama</option> 257 <option value="Alaska, USA">Alaska</option> 258 <option value="Arizona, USA">Arizona</option> 259 <option value="Arkansas, USA">Arkansas</option> 260 <option value="California, USA">California</option> 261 <option value="Colorado, USA">Colorado</option> 262 <option value="Connecticut, USA">Connecticut</option> 263 <option value="Delaware, USA">Delaware</option> 264 <option value="District Of Columbia, USA">District Of Columbia</option> 265 <option value="Florida, USA">Florida</option> 266 <option value="Georgia, USA">Georgia</option> 267 <option value="Hawaii, USA">Hawaii</option> 268 <option value="Idaho, USA">Idaho</option> 269 <option value="Illinois, USA">Illinois</option> 270 <option value="Indiana, USA">Indiana</option> 271 <option value="Iowa, USA">Iowa</option> 272 <option value="Kansas, USA">Kansas</option> 273 <option value="Kentucky, USA">Kentucky</option> 274 <option value="Louisiana, USA">Louisiana</option> 275 <option value="Maine, USA">Maine</option> 276 <option value="Maryland, USA">Maryland</option> 277 <option value="Massachusetts, USA">Massachusetts</option> 278 <option value="Michigan, USA">Michigan</option> 279 <option value="Minnesota, USA">Minnesota</option> 280 <option value="Mississippi, USA">Mississippi</option> 281 <option value="Missouri, USA">Missouri</option> 282 <option value="Montana, USA">Montana</option> 283 <option value="Nebraska, USA">Nebraska</option> 284 <option value="Nevada, USA">Nevada</option> 285 <option value="New Hampshire, USA">New Hampshire</option> 286 <option value="New Jersey, USA">New Jersey</option> 287 <option value="New Mexico, USA">New Mexico</option> 288 <option value="New York, USA">New York</option> 289 <option value="North Carolina, USA">North Carolina</option> 290 <option value="North Dakota, USA">North Dakota</option> 291 <option value="Ohio, USA">Ohio</option> 292 <option value="Oklahoma, USA">Oklahoma</option> 293 <option value="Oregon, USA">Oregon</option> 294 <option value="Pennsylvania, USA">Pennsylvania</option> 295 <option value="Rhode Island, USA">Rhode Island</option> 296 <option value="South Carolina, USA">South Carolina</option> 297 <option value="South Dakota, USA">South Dakota</option> 298 <option value="Tennessee, USA">Tennessee</option> 299 <option value="Texas, USA">Texas</option> 300 <option value="Utah, USA">Utah</option> 301 <option value="Vermont, USA">Vermont</option> 302 <option value="Virginia, USA">Virginia</option> 303 <option value="Washington, USA">Washington</option> 304 <option value="West Virginia, USA">West Virginia</option> 305 <option value="Wisconsin, USA">Wisconsin</option> 306 <option value="Wyoming, USA">Wyoming</option> 307 </optgroup> 308 309 <optgroup label="Canada"> 310 <option value="Ontario, Canada">Ontario</option> 311 <option value="Quebec, Canada">Quebec</option> 312 <option value="Nova Scotia, Canada">Nova Scotia</option> 313 <option value="New Brunswick, Canada">New Brunswick</option> 314 <option value="Manitoba, Canada">Manitoba</option> 315 <option value="British Columbia, Canada">British Columbia</option> 316 <option value="Prince Edward Island, Canada">Prince Edward Island</option> 317 <option value="Saskatchewan, Canada">Saskatchewan</option> 318 <option value="Alberta, Canada">Alberta</option> 319 <option value="Newfoundland and Labrador, Canada">Newfoundland and Labrador</option> 320 </optgroup> 321 </select> 322 </div> 323 <div class="form-group col-md-6 col-12 other-state-wrap d-none"> 324 <label for="subscribe_state_other">Please Specify</label> 325 <input type="text" class="form-control" id="subscribe_state_other" name="state_other" value="" required> 326 <div role="alert" class="invalid-feedback">Please enter a valid value.</div> 327 </div> 328 </div> 329 <div class="row row-15px"> 330 <div class="form-group col-sm-6 col-12"> 331 <label for="subscribe_first_name">First Name</label> 332 <input type="text" class="form-control" id="subscribe_first_name" name="first_name" required> 333 <div role="alert" class="invalid-feedback">Please enter a valid first name.</div> 334 </div> 335 <div class="form-group col-sm-6 col-12"> 336 <label for="subscribe_last_name">Last Name</label> 337 <input type="text" class="form-control" id="subscribe_last_name" name="last_name" required> 338 <div role="alert" class="invalid-feedback">Please enter a valid last name.</div> 339 </div> 340 <div class="form-group col-sm-6 col-12"> 341 <label for="subscribe_email">Professional Email Address</label> 342 <input type="email" class="form-control" id="subscribe_email" name="email" required> 343 <div role="alert" class="invalid-feedback">Please enter a valid email address.</div> 344 <p class="font-12px mt-1 mb-0">(Use professional email with company domain. All Gmail, Hotmail, Yahoo, and AOL domains are prohibited.)</p> 345 </div> 346 <div class="form-group col-sm-6 col-12"> 347 <label for="subscribe_phone">Phone Number</label> 348 <input type="tel" class="form-control data phone" id="subscribe_phone" name="phone" required> 349 <div role="alert" cla
349ss="invalid-feedback">Please enter a valid phone number.</div> 350 </div> 351 <div class="form-group col-lg-6 col-12"> 352 <p class="label mb-2">Select Weekly Insight(s)</p> 353 <div class="custom-control custom-checkbox"> 354 <input name="weekly_insights[]" type="checkbox" class="custom-control-input" id="weekly_insight_0" value="Market Recap (Equity Market)"> 355 <label class="custom-control-label" for="weekly_insight_0">Market Recap (Equity Market)</label> 356 </div> 357 <div class="custom-control custom-checkbox"> 358 <input name="weekly_insights[]" type="checkbox" class="custom-control-input" id="weekly_insight_1" value="Market Update (Advisory Solutions Market)"> 359 <label class="custom-control-label" for="weekly_insight_1">Market Update (Advisory Solutions Market)</label> 360 </div> 361 </div> 362 <div class="form-group col-lg-6 col-12"> 363 <p class="label mb-2">Select Monthly Insight(s)</p> 364 <div class="custom-control custom-checkbox"> 365 <input name="monthly_insights[]" type="checkbox" class="custom-control-input" id="monthly_insight0" value="The Lead (Equity Opportunities Group)"> 366 <label class="custom-control-label" for="monthly_insight0">The Lead (Equity Opportunities Group)</label> 367 </div> 368 <div class="custom-control custom-checkbox"> 369 <input name="monthly_insights[]" type="checkbox" class="custom-control-input" id="monthly_insight1" value="Market Update (Advisory Solutions)"> 370 <label class="custom-control-label" for="monthly_insight1">Market Update (Advisory Solutions)</label> 371 </div> 372 </div> 373 </div> 374 <button class="btn btn-sterling-blue btn-reg mt-2" type="submit">Subscribe Now</button> 375 <input type="hidden" name="recaptcha_response"> 376 </form> 377 </div> 378 </div> 379 </div> 380</div> 381
382<script> 383 384 $(function() { 385 386 $('[name="state"]').change(function() { 387 388 var form = $(this).parents('form'); 389 390 if ($(this).val() == "Other") $(form).find(".other-state-wrap").removeClass('d-none'); 391 else $(form).find(".other-state-wrap").addClass('d-none'); 392 393 }).change(); 394 395 $("#insights-subscription-form").submit(function(e) { 396 397 // this also requires Blake's accompanying js that is generally held in site.js 398 // that activates the invalid-feedback divs 399 reset_fields(); 400 e.preventDefault(); 401 402 var submitting_form = $(this); 403 $("#insights-subscription-errors").addClass('d-none'); 404 $("#insights-subscription-errors ol").empty(); 405 406 if (submitting_form[0].checkValidity()) { 407 grecaptcha.execute('6Lfg6LshAAAAAMSohuMFJXcfV5yAZBvYQpBkWVCq', { action: 'site' }).then(function (token) { 408 $(submitting_form).find('[name=recaptcha_response]').val(token); 409 410 var form_data = $("#insights-subscription-form").serializeArray(); 411 412 $.post("/assets/inc/actions.php?action=insights_subscriber", form_data) 413 .done(function(data) { 414 var data = JSON.parse(data); 415 if (data.status == 'success') { 416 $("#subscribe-modal .modal-body").html('\ 417 <div class="card border-0 text-center">\ 418 <div class="card-body p-5">\ 419 <p class="mb-2"><i class="fa-solid fa-\che\ck-circle fa-2x mx-auto text-green"></i></p>\ 420 <h2>Subscription Request Sent!</h2>\ 421 <p class="font-weight-600">Thank you for requesting to subscribe to our Insights.</p>\ 422 </div>\ 423 </div>\ 424 '); 425 } else { 426 $("#insights-subscription-errors").removeClass('d-none'); 427 $(data.errors).each(function(key, value) { 428 $("#insights-subscription-errors ol").append('<li>' + value + '</li>'); 429 }); 430 } 431 } 432 ); 433 434 }); 435 } else { 436 // scroll to first error 437 $('html,body').animate({scrollTop: $('.was-validated .form-control:invalid').first().offset().top - 50},'slow'); 438 } 439 440 }) 441 442 }) 443 444</script>
444 445 446 447 448<!-- Salesforce tracking code, task ID: 55840 -->
449<script type='text/javascript'> 450var piDomain = 'go.sterlingcapital.com'; 451 452(function() { 453 var s = document.createElement('script'); s.type = 'text/javascript'; 454 s.src = ('https:' == document.location.protocol ? 'https://' : 'http://') + piDomain + '/pdt.js'; 455 var c = document.getElementsByTagName('script')[0]; c.parentNode.insertBefore(s, c); 456 window['pdt'] = window['pdt'] || function(){(window['pdt'].cq = window['pdt'].cq || []).push(arguments);}; 457})(); 458 459// Create an analytics tracker with the required information: 460// pdt('create', Account Engagement account ID + 1000, Account Engagement campaign ID + 1000, 'go.example.com'); 461pdt('create', 1097693, 113322, piDomain); 462pdt('sendPageView'); 463 464function checkCookieYesConsent() { 465 466 console.log('checking cookie consent'); 467 468 const consent = document.cookie 469 .split('; ') 470 .find(row => row.startsWith("cookieyes-consent=")) 471 ?.split('=')[1]; 472 473 //console.log(consent); 474 475 if (consent && consent.includes("analytics:yes")) { 476 if (typeof pdt === "function") { 477 pdt("setOptIn", true); // Enable Pardot opt-in 478 console.log("Pardot opt-in set to true"); 479 } else { 480 console.warn("Pardot tracking function not available yet."); 481 } 482 } else { 483 pdt("setOptIn", false); // Enable Pardot opt-in 484 console.log("User has not consented, Pardot opt-in set to no."); 485 } 486} 487 488window.addEventListener("load", checkCookieYesConsent); 489window.addEventListener("cookieyes-consent-update", checkCookieYesConsent); 490 491// added 12/23/2025 task id: 57014 492piAId = '1097693'; 493piCId = '113322'; 494piHostname = 'go.sterlingcapital.com'; 495 496(function() { 497 498 function async_load(){ 499 var s = document.createElement('script'); s.type = 'text/javascript'; 500 s.src = ('https:' == document.location.protocol ? 'https://' : 'http://') + piHostname + '/pd.js'; 501 var c = document.getElementsByTagName('script')[0]; c.parentNode.insertBefore(s, c); 502 } 503 504 if(window.attachEvent) { window.attachEvent('onload', async_load); } 505 else { window.addEventListener('load', async_load, false); } 506})(); 507 508</script>
508</body> 509</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.