Stern Capital realized that to be successful, we needed to have an equal acumen in insurance as we possess in investments. This goal was not achievable organically in a short period of time and a value-added partnership was a preferred strategy.

BHJ was the perfect partner. As the family’s consultant in its implementation, BHJ demonstrated its capabilities in what effectively developed into an audition. BHJ was intrigued by the opportunity to access a complimentary skill set and eventually gain access to a fully independent broker-dealer.

Once Stern Capital and BHJ were integrated, deep synergies quickly developed. As a result, we now collectively deliver flexible, institutional quality solutions with superior risk-adjusted rates of returns for clients of varying needs.

In our case, combining the two parts produced a product significantly greater than just its sum!