Stirlingshire Investments

Stirlingshire RIA LLC is a Limited Liability Company founded in June 2023 and registered as an investment adviser under the Investment Advisers Act of 1940. The firm offers portfolio management advisory services, utilizing various methodologies tailored to individual client characteristics. Stirlingshire may recommend securities such as mutual funds, fixed income securities, real estate funds, annuities, equities, ETFs, and more. The firm operates as a fiduciary, obligated to act in clients' best interests, with portfolio management fees negotiable up to 2.00% of assets under management. Stirlingshire's investment strategies include long-term trading, short-term trading, short sales, margin transactions, and options trading, with a focus on risk management. The firm's methods of analysis encompass charting analysis, cyclical analysis, fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis. Stirlingshire does not accept performance-based fees and has no account minimum requirement. Clients receive quarterly reports detailing account performance and fees. The firm does not receive economic benefits from third parties for client advice and does not compensate individuals for client referrals. Stirlingshire provides discretionary investment advisory services, managing client accounts without constant consultation. Clients retain voting authority for their securities, and the firm does not solicit prepayment exceeding $1,200 per client. Stirlingshire has a clean disciplinary record and no financial conditions impairing its ability to meet client commitments.