James CFA's Contact Details

James CFA's Company Details

Sterling Investment Counsel, LLC

Buffalo, New York, US • 7 Employees
Investment Bank/Securities Brokerage

Sterling Investment Counsel, LLC is an independent, SEC Registered Investment Advisor that focuses on providing comprehensive investment management services. Our firm is committed to help our clients design, implement, and manage a custom portfolio to match their investment objectives. With strategic asset allocation at the forefront of our investment philosophy, we manage risk through proper diversification among asset classes including stocks, bonds, mutual funds, ETFs, cash, and alternative asset classes. Our goal is to build and manage our clients’ wealth for the long term utilizing our investment experience, research capabilities, and ongoing monitoring of the capital markets. It is our fiduciary duty to ensure our clients are properly diversified and their investments are managed according to their risk and return objectives.