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Mark Werner

Wealth Manager at Carillon Group
"As someone who has been in the financial industry since 1981, I've seen it all—the ups, the downs, and everything in between. Managing wealth in such a volatile environment has always been a challenge, and finding a partner who truly understands the intricacies of the market is rare. That’s why my experience with Sterling Oakhaven has been nothing short of transformative. Before partnering with Sterling Oakhaven, our assets were subject to the typical market fluctuations that most firms endure. Despite decades of experience, we struggled to achieve the level of stability and consistent growth we desired. However, Sterling Oakhaven changed all of that. Their expertise in crafting customized investment strategies, combined with their proactive risk management, turned our portfolio around completely. For the first time in my career, I witnessed a wealth management firm deliver stable, zero-risk returns that exceeded all expectations. Their approach is not just about growth; it’s about sustainable, reliable gr
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Jacob Leonardo

Pension Fund
"As the owner of a pension fund, safeguarding the financial future of our members has always been my top priority. Over the years, we faced the challenge of balancing growth with the need for stability, especially in a market where volatility can jeopardize long-term security. After extensive research and numerous partnerships, we found a true ally in Sterling Oakhaven. Sterling Oakhaven’s approach to asset management was exactly what our fund needed. Their team didn’t just offer generic solutions—they took the time to understand our specific goals and the importance of delivering consistent, risk-free returns for our members. Their tailored strategies and proactive risk management have transformed our portfolio. Since partnering with Sterling Oakhaven, we’ve experienced stable growth with minimal risk, something we had struggled to achieve with traditional investment firms. The returns have been impressive, but more importantly, they’ve been reliable. Our fund’s future is now more secure than ever, thanks to Sterling Oakhaven’s exceptional expertise and commitment to excellence. It’s a partnership that has truly made a difference for us and for the thousands of people who depend on us."
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Steven Jason

Senior Investment Officer
"As a Senior Investment Officer at one of the nation’s leading banks, managing risk while maximizing returns is crucial to our success. Over the years, we’ve worked with numerous asset management firms, but none have delivered the level of stability and consistent growth that Sterling Oakhaven has brought to the table. Sterling Oakhaven didn’t just promise results—they delivered. From the outset, their team demonstrated a deep understanding of our unique needs and the complexities of managing a bank’s investment portfolio. They implemented strategies that not only protected our assets but also provided impressive returns with minimal risk, even during turbulent market conditions. What sets Sterling Oakhaven apart is their proactive approach to risk management and their ability to foresee market shifts before they happen. This foresight has allowed us to stay ahead of the curve and ensure the stability of our investments. The transformation in our portfolio’s performance since partnering with them has been remarkable, and we now have the confidence that our bank’s assets are not only secure but positioned for sustainable growth. Sterling Oakhaven has truly redefined our expectations of what a partnership in asset management should be."

Our Portfolio Services

Growth Portfolio

Focused on capital appreciation, these portfolios are ideal for investors looking to maximize returns over the long term by investing in high-potential sectors and companies.

Income Portfolio

Designed for clients who prioritize steady income generation, these portfolios invest in monthly revenue commodities, products, and other income-generating assets to provide a reliable revenue stream.

Balanced Portfolio

For those seeking a mix of growth and income, our balanced portfolios offer a diversified blend of equities and fixed-income assets, providing both stability and potential for capital appreciation.

Specialized Portfolio

We also offer specialized options, including ESG (Environmental, Social, and Governance) portfolios for socially responsible investors and sector-specific portfolios for those looking to capitalize on growth in particular industries.

Each portfolio is managed with a focus on risk management, diversification, and alignment with your personal financial goals. At Sterling Oakhaven, we ensure that your investments are not only secure but positioned for sustainable growth in today’s dynamic market environment.