Inc. is an independent, fee-based financial advisory firm. Founded
in 1976, we serve clients throughout the U.S. We are registered
with the Securities and Exchange Commission as an Investment Advisory
and Pension Consultancy.
clients include individuals, medical schools, colleges and universities,
physicians' practices, law firms, corporations, foundations, endowments,
trusts, and estates. Johnson+Sterling, Inc. advises on invested
assets totaling approximately $1.2 billion (as of May, 2010).
Inc. adheres to a "Global Fiduciary Standard of Excellence"
for Investment Advisors, developed by the Foundation for Fiduciary
Studies. The standard is comprised of fiduciary practices that are
intended to provide a foundation and framework for a disciplined
fiduciary and investment compliance process.
We Are Independent
resolute commitment to independence is the cornerstone of our business
philosophy. As a 100% privately-owned firm, we have no ties to any
financial firm or organization that obligate us to utilize investment
products or services that a firm may offer. As financial fiduciaries,
we serve our clients' financial interests only, with complete objectivity.
deliver clients an array of specialized, research-driven, risk managed
investment advisory and financial consulting services, including:
Investment Advisory and Portfolio Management Services
Inc. is approved by many of the world's leading financial research
firms and institutions as an independent advisor and financial fiduciary.
As such, in the course of serving our own clientele, we are authorized
to actively engage the proprietary resources of leading global economic
and financial research firms, including guidance from leading financial
scholars, academic researchers, and financial experts.