Sterling Investment Advisors, LLC believes:
· Rules and regulations, while necessary, are not sufficient by themselves.
Good stewardship and high ethical standards are necessary for client trust and confidence to be secured and the public interest to be served.
· High ethical principles and professional standards are essential to positive outcomes.
To this end, Sterling Investment Advisors, LLC has adopted the:
· CFA Institute Asset Manager Code of Professional Conduct – for the entire firm
· CFA Institute Code of Ethics and Standards of Professional Conduct – for individuals
A pdf copy of each Code can be accessed by clicking on the links below.
“Sterling Investment Advisors,
LLC claims compliance with the CFA Institute Asset Manager Code of Professional Conduct.
This claim has not been verified by CFA Institute.”