Overview

The Sterling Group is an independent financial services firm dedicated to assisting clients with their
greatest financial concerns. We offer comprehensive investment management and financial strategies
coupled with unbiased advice and recommendations. Our utmost goal is to provide customized
strategies that can grow with clients throughout the many milestones of life. We take pride in knowing
we have helped young professionals, growing families, and retirees pursue their financial dreams.
We are based in Pasadena, CA, and manage approximately $320 million spread across 240 households
(as of 12/31/21). We are staffed for growth, with two veteran advisors and a junior advisor, supported
by 4 full-time and 2 part-time employees.

We are well positioned to serve high net worth families well. In addition to investment management
services, our SEC registered hybrid RIA offers comprehensive wealth management with a focus on tax
planning and estate planning. We also provide written financial planning using Money Guide Pro and E-
Money. This long-term planning supports client discussions regarding multi-generational wealth
transfer. The managing partner has nearly 30 years of experience in the financial services
industry.

While we have been pleased with organic growth, accelerating growth via acquisition would be preferred.
We would be interested in an Advisory-focused practice in the Southern California area.

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