Our Story

Stern Brothers Asset Management, LLC is a privately owned, independent investment and wealth management firm. We serve high net worth and ultra-high net worth individuals, families, charitable organizations, 401(k)s, foundations, retirement accounts, IRA rollovers, endowments and institutions throughout the United States and abroad.

Private ownership allows us to establish long-term relationships with our clients and their families, and to focus on what we do best—deliver highly personalized service and quality investment advice.


Stern Brothers Gives Back

At Stern Brothers Asset Management, LLC, we believe in being good stewards of the revenues our company generates. We have made a commitment from the very beginning to donate a portion of all profits, before taxes, to charitable organizations that we hold close to our hearts.