Stern Brothers Asset Management, LLC

stern brothers asset management, llc is a privately-owned, independent investment and wealth management firm. 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. the commitment to capital growth and the protection of wealth are the paramount investment philosophies of stern brothers asset management, llc. we employ diversified investment strategies that seek to achieve optimal portfolio growth given the client's overall investment goals. as a registered investment adviser (ria), we serve high net worth and ultra-high net worth individuals, families, foundations, 401(k)s, retirement accounts, ira rollovers and institutions throughout the united states and abroad. at stern brothers, we put the needs of our clients first---always. expanding our advisor teams in houston & dallas, tx; las vegas, nv; and other select cities nationwide.