Welcome to Sterling Managed Investments

Your place for complete SMA Solutions.  The Right Investment Decision.

What is Sterling Managed Investments

Sterling is a Managed Account solution that has been developed with direct input from financial planners to meet the demands and outcomes clients want. 

Specifically, Sterling works with leading investment houses to meet specific mandates those investment houses must meet in order to deliver clients specific outcomes.

Investment Managers

Sterling’s investment managers aim is to help all of our clients in building wealth . With so many external market forces and uncertainty in the economic environment , the aim is to make our clients feel reassured and navigate them with confidence.

In developing our investment solutions the focus is on the best opportunities for our clients and having Investment Managers who have the experience to deliver and evolve with the economic markets.

Investment Manager Philosophies

Sterling has chosen Clime Asset Management Pty Ltd an ASX listed fund manager founded in 1996 based in Sydney and specializing in providing portfolios for sophisticated investors.  Clime has particular expertise in managing Australian direct equities across Large, Medium and Small capitalized companies on the ASX.  Clime seeks to find companies that can deliver value over time to the portfolios.

Sterling has chosen abrdn Australia Limited to provide goals-based investment portfolios. abrdn is a global investment house operating in over 40 countries worldwide and managing over $562bn for governments, pension funds, foundations and investors across 80 countries. The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. 

Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track record of delivering outperforming actively managed portfolios, at an all-in price especially suited to the current Best Interest Duties focussed environment. Resonant’s investment philosophy can be described as “Quantamental” investment management, which blends the best of both “fundamental” and “quantitative” investment techniques to produce a best of both worlds approach to investing.

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