Investment Advisory Firm in Texas
Discover the Per Stirling Difference
As a firm, Per Stirling is perhaps best known for its award-winning ethics, and its highly-credentialed team of financial advisors.
Per Stirling's collaborative culture allows each advisor to draw from the firm’s combined knowledge and experience of its advisors in serving the financial planning, portfolio management and overall wealth management needs of their clients.
The dozens of professional credentials held by our team provide our clients with knowledge that is both deep and diverse, and includes:
- CFP® (CERTIFIED FINANCIAL PLANNERTM)
- CPA (Certified Public Accountant)
- ChFC® (Chartered Financial Consultant®)
- CFA® (Chartered Financial Analyst ®)
- AEP® (Accredited Estate Planner®)
- CDFA® (Certified Divorce Financial Analyst®)
- CLU® (Chartered Life Underwriter®)
- CRPS® (Chartered Retirement Plans Specialist®)
Services
Wealth Management
Per Stirling Capital Management is a Registered Investment Advisor specializing in holistic financial planning, investment portfolio management, and other comprehensive wealth management services.
Portfolio Management
Our portfolio management services are as unique and varied as the financial objectives of our clients, and include both custom-designed portfolios and Per Stirling Model Portfolios.
As fiduciaries, Per Stirling Advisors Work for You, and Place Your Interests First and Foremost
We pride ourselves on the acumen of our management team and the professionalism of every advisor and staff member. We have adopted fiduciary standards of care across everything that we do, whether it be serving our clients in a financial planning, consulting, portfolio management or wealth management capacity. We recognize that every client is unique, and thus deserves unique solutions to help them to achieve their specific goals both now and in the future.
Our financial advisors gather all necessary personal and financial data about you and use this information to build financial plans, projections, and goals that suit your specific needs and circumstances. Additionally, our financial advisors can help you create a plan to reach for your financial goals, which can be adjusted over time based upon factors such as inflation, investment returns, and changing personal circumstance. In most instances, our financial advisors provide ongoing advice and management, and will dedicate the time and attention necessary to help keep both your plan and your portfolio in line with your financial goals and objectives.
Our Financial Advisors will assess your current financial situation and work with you to plan and implement strategies to help you to reach your unique financial goals, including all of your financial planning, wealth management, and portfolio management needs.
Per Stirling News
Recent News & Insights
Thoughts: Start Money Conversations with your Children
Of course, as a Financial Advisor, I believe that instilling positive financial habits in our children from a young age is crucial for their long-term financial well-being. In fact, I was recently asked by a friend & client for some resources to educate their children. First and foremost, lead by example and maintain an open […]
Per Stirling Volunteers! – Amplify Austin
During March, the team and advisors at Per Stirling actively participated in Amplify Austin, an event where the Austin community comes together to support Central Texas through the I Live Here I Give Here campaign. “I Live Here I Give Here is a nonprofit organization on a mission to make Central Texas the most generous […]
Per Stirling Capital Outlook – March
Legendary Fidelity portfolio manager Peter Lynch famously said that “if you spend more than 13 minutes analyzing economic and market forecasts, you’ve wasted 10 minutes.” We have always taken exception to that statement. However, if you were to replace the phrase “economic and market forecasts” with the words “politics and elections”, we would most enthusiastically […]
From Twitter
Tweets by PerStirling
A Local Firm with Global Reach
Per Stirling provides wealth management, portfolio management, and consulting services to clients all over the country. However, Per Stirling is at its core a Texas firm, with financial advisors located throughout Texas, and the majority of our clients located in the Lone Star State. We take individual and collective pride and ownership in serving our local communities, businesses and individuals, and have undertaken a number of initiatives to give back to our communities by supporting local charities, primarily in Austin and Dallas where most of the firm’s advisors are located.
Work With Us
Because the firm takes care of all the compliance, administration, billing, reporting, and other business-related operations, advisors like you have more time to serve the needs of your clients and to grow your practice in a truly fiduciary environment.
