Partner With Us

Stern Brothers Asset Management, LLC is a privately-owned, independent Registered Investment Adviser (RIA) providing highly personalized service and professional wealth management. We serve high net worth and ultra-high net worth individuals, families, foundations, charitable organizations, endowments, 401(k)s, retirement accounts, IRA rollovers and institutions throughout the United States and abroad.

We seek strategic partnerships with seasoned professionals and institutions that share our philosophy of putting the interests of the client first. Our firm fosters an entrepreneurial culture focused on integrity, innovation, respect, and leadership that allows for the flexibility to exceed the customer’s needs and to add real value. At Stern Brothers, we are committed to the success of the professionals we partner with by allowing them to focus on the needs and goals of their clients rather than the logistics of running their business. Mergers, bolt-on mergers, buyouts, independent contractors and succession plans are all integrated avenues to partner with us.

Keys To Success With Stern Brothers

  • Conflict-free advice and guidance
  • Access to objective research
  • Proprietary investment solutions
  • Uncapped earning potential
  • Opportunity to continuously grow income
  • Technology solutions to make your business more efficient
  • Practice management programs and training to support your growth
  • Branding, marketing and product positioning
  • Comprehensive clearing and compliance services
  • Strengthening client relationships
  • Increased practice profitability
  • Improve quality of work life

To Inquire

We welcome the opportunity to discuss your unique growth proposition and potential partnership with Stern Brothers. Please send your Resume or Curriculum Vitae (CV) in electronic format to  [email protected].