Stern Capital Management, Inc.

About

We provide comprehensive financial planning, and investment management services to individuals, families, and small businesses.

Story

Stern Capital Management, Inc. is an independent, fee-based Registered Investment Advisory (RIA) firm that provides comprehensive financial planning, and investment management services to individuals, families, and small businesses. We utilize sophisticated technology to build, monitor, and rebalance our clients assets to manage risk as global markets fluctuate. We provide an unprecedented level of personalized service to help our clients define and stay focused on achieving their financial goals. As a Registered Investment Advisory (RIA) firm, we have a fiduciary responsibility to do what is in our clients' best interest, not our own! Living up to this fiduciary standard, we do not earn commissions or utilize commissioned products to earn fees when we manage your assets in our institutional account. Stern Capital was founded over 19 years ago and remains solely committed to fulfilling our clients' personal financial goals and interests!