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- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-28-1991
- Office Locations
- 1
Office Locations
About Sterling Asset Management CO INC
Sterling (sterling.com) positions itself as an IT solutions and digital transformation partner delivering secure digital workspaces, cybersecurity, infrastructure modernization, connectivity, cloud, and managed IT services. It serves Federal agencies, SLED organizations and education, plus commercial sectors such as healthcare, finance and retail. Differentiators include solutions architects with top-level security clearances and multi-OEM buying power.
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
DANIEL AMATTO LANZETTA
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,984,404 | $1,338,222 |
| Non-Discretionary | $0 | -- |
| Total | $86,984,404 | $1,338,222 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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