Why Sterling
Building a Legacy of Financial Excellence
As a global asset manager, we offer the flexibility to tailor strategies to meet your unique financial goals.
Why Clients Choose Sterling Asset Management
Outstanding Satisfaction
Exceeding the financial services industry standard of 7/10.
Loyal Clients
Our clients are highly likely to recommend us and stay with Sterling.
Client Longevity
Clients have been with us for over 10 years.
Trusted Advisors
Over 90% satisfaction in service delivery across key attributes, reflecting strong confidence in our advisors.
Referral-Based Growth
Clients joined us through referrals from friends, family, or Sterling employees—often led by the CEO’s influence.
Exceeding the financial services industry standard of 7/10.
Our clients are highly likely to recommend us and stay with Sterling.
Clients have been with us for over 10 years.
Over 90% satisfaction in service delivery across key attributes, reflecting strong confidence in our advisors.
Clients joined us through referrals from friends, family, or Sterling employees—often led by the CEO’s influence.
Discover Why Sterling is the Trusted Partner for your Financial Journey
- External Auditors: KPMG
- Internal Auditors: Price Waterhouse Coopers
At Sterling, we bring global investment opportunities to local investors.Â
Here’s why that matters:
Access Diversification & Higher Returns in Global Markets
- Diversify across international markets to manage risk and boost returns.
- Invest in global bonds and fixed-income products tied to stable, strong currencies.
- Enjoy higher returns with a low-risk approach.
Personalized Planning
- We create custom investment plans tailored to your goals, timelines, and risk tolerance.
- Perfect for every stage of life—whether you're growing wealth or preserving it.
- Ideal for retirees shifting to income-generating strategies.
Expert Guidance
- Work with experienced financial planners who keep you informed and confident every step of the way.
Start your journey to smarter, safer investing with Sterling today!
Since our inception in 2001, our investors have successfully avoided 6% per annum in devaluation, 8.7% inflation per annum and bond defaults such as Digicel, Govt of Barbados and Credito Real, thanks to our advice and research.
Value of JMD 1 million over the decades (USD)
Start your journey to smarter, safer investing with Sterling today!
From these flames, Sterling Asset Management emerged, determined to create a safer environment where healthy returns could be gained on sound investments. Through working smarter, performing better due diligence and insulating their investors from local risk, Sterling has become a favorite asset manager for sophisticated investors across the Caribbean.
21st Century Investment Solutions
Leading with Innovative and Secure Opportunities
Why Sterling? Simple
Consistent High Risk-Adjusted Returns
We focus on building custom investment portfolios that meet your return target within your risk profile. Our trusted advisors are easily accessible and ready to create an investment strategy with your personal goals in mind. We advise on portfolio management for all stages of the financial lifecycle.
SAM was formed 18 years ago to give local investors access to the global capital markets. Here, investors can enjoy a wider array of investment options and more flexibility and diversification. We provide investors the option to invest in higher quality assets without sacrificing a proportionate decline in yield. Sterling is a licensed securities dealer and is registered with the Financial Services Commission. Our capital adequacy ratio is almost 2.5 times the regulator’s minimum of 10%. This makes us one of the safest financial institutions in Jamaica.
We are a full-service financial planner, fund manager and global securities trader specializing in (but not limited to) US Dollar investments. If you have US dollars to invest, we are the firm that will maximize your return.
Our Milestones
Key Achievements and Innovations
2001
Sterling Asset Management (SAM) formed to provide innovative investment options to the region.
2003
SAM launched Sterling Global Funds, one of the first USD mutual funds locally.
2008
SAM expands office space to accommodate growth.
2012
Sterling Investments Limited (SIL) was launched to help pension funds grow and protect their capital.
2014
SIL listed on Jamaica Stock Exchange.
2017
SIL’S AUM surpasses J$1 billion. SAM licenced to manage pension funds and retirement schemes.
2021
Sterling surpasses US$400 million in assets under management
2022
Capital Markets services added to offerings