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sterlingadvisorpaychex

Sterling Advisor.com has formed a strategic partnership withPaychex to manage their clients 401k plans through an open architecture platform with over 3,000 funds to choose from. Sterling gives each company the option to be managed under a wrap fee for cheaper share class or through retail share class. Our model based portfolios allow us to easily manage small to large cap companies by doing a risk based analysis on each employee and allocate accordingly. Our staff is prepared to meet with each company and employees individually to make sure we cover the needs of our clients. In addition, we hold monthly live webinars for everyone who wants to participate for enrollments, market updates, 401k information updates, IRA rollovers and more. Our service is setting the new standard in the retirement industry which explains why fortune 500 companies like Paychex do business with us. Log in to your PAYCHEX account.

sterlingadvisoretrade

Sterling Advisor's preferred platform for individual portfolio management is E*TRADE-Institutional. When you open a new E*TRADE account or move your existing one under our Master Account, it allows you the opportunity to have your assets managed professionally. Our ETF model based portfolios allow us to manage your assets with significant cost savings versus the traditional mutual fund model. An exchange-traded fund (or ETF) is an investment fund traded on stock exchanges, much like stocks. An ETF holds a “basket” of assets, such as stocks or bonds, and trades at approximately the same price as the net asset value of its underlying assets over the course of the trading day. Most ETF’s track an index, such as the S&P 500 or MSCI EAFE. ETF’s may be attractive as investments because of their low costs, tax efficiency, and stock-like features.

Our team will build, design and manage your portfolio by combining low fee mutual funds, ETF's and stocks to perform in turbulent markets.

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Sterling Advisor.com has also partnered with ADP Retirement Services to provide 401k services to small, medium, and large corporations with over 1000 employees. Sterling Advisor in partnership with ADP offers 401k management through an advanced technological platformand has access to industry leading investment companies including- T. Rowe Price, Fidelity, Oppenheimer, PIMCO and many more. The experience & knowledge of our investment professionals will help you make great decisions while managing your 401k plan. World-class record keeping from retirement services of ADP are all you need to establish one of the most comprehensive and low cost 401k plans in the industry for you and your employees.

pdfPaychex Analysis of Share Class

pdfPaychex Pie Chart Allocation