Client-focused Business Model
Since we think as policyholders first, Stern Capital believes in providing clients with as many options as possible. As circumstances of every individual and family differ, a cookie-cutter deliverable is not acceptable. Consequently, a client-focused model provides two major benefits.

First, we maximize the amount of choice for prospective policy owners. Stern Capital acts as a guide during the process. This allows for a client to best fit the solution into his or her own existing or developing estate plan.

Second, we are the low cost option. Stern Capital believes that the policy owner should have access to institutional pricing. The policy is structured accordingly.

Only One Business
Stern Capital focuses exclusively on the intersection between insurance companies and investment management. This mandates a certain degree of experience at what we do. Additionally, this focus greatly reduces the potential for conflicts of interest.