Conference Call w/ Sterling Capital
Mon, Dec 10
|Leonard Wealth Management
Since times of volatility and fluctuation create an atmosphere of anxiety and concern, we here at Leonard Wealth Management want to be proactive to address some of these issues.
Time & Location
Dec 10, 2018, 7:00 PM
Leonard Wealth Management, 312 East Water Street, Lincolnton, NC, USA
About the event
As you may know, we have partnered with AE Wealth Management, an SEC Registered Investment Advisor and full services company, and their chief investment officer Sterling Capital Management.
Sterling was established by Olin Nesbitt, formerly with Interstate Securities; a firm that my father and I were both employees of. Mr. Nesbitt established his own firm in the 1970s, Sterling and eventually that firm was sold to the current owner, BB&T Bank.
Sterling is a very high level, investment manager managing money for many high-tech corporations, large businesses, foundations, and charitable organizations. They are an institutional manager, which means that many of the above entities have to have a minimum of $25 million to hire Sterling.
Since Sterling is new to the clients and friends of Leonard Wealth Management, and also in light of the recently market volatility, we wanted to invite you to a conference call with Tim Sargent, a…