Sterling Global Strategies is dedicated to providing value to financial advisors and their clients.

One of the most important objectives of Sterling Global Strategies is to strengthen relationships with Financial Professionals and to provide their clients with tactical investment options that help navigate through the various market cycles.

The platform choices in which to access Sterling Global Strategies is continually growing and the sample listing represents only some of the larger custodians and platforms that offer SGS investments. Please contact us at 760.603.8881 or info@new.sterling-gs.com if you would like more information on our accessible investments and custodians.


Sterling Global Strategies is accessible as a Separately Managed Account (SMA) on a multitude of investment platforms nationwide.

Charles Schwab Eqis Folio
Mid-Atlantic Pershing TD Ameritrade
Trust Company of America Wells Fargo PAN … and many more


Overlay Manager

There is also the option to select SGS as an overlay manager on annuity platforms.

Jefferson National Nationwide Security Benefit