We seek to become trusted advisors providing a wide range of financial management services. Together we will define a customized solution that specifically meets your needs.
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Investment Management Our investment philosophy focuses on creating and preserving wealth.

We provide an economic outlook, market evaluation, sector analysis, and fundamental research.

Investment management services are professionally managed through Quantum Capital, an independent, wholly owned subsidiary of Sterling Bank & Trust, FSB, and a SEC registered investment advisor.

  • Institutional quality money management for accredited private client investors and institutions on a fee only basis.
  • Balanced Portfolios, Fundamental Research, Active Asset Allocation, Tax Sensitivity, Trading Desk
  • US Stocks, International Stocks, Fixed Income, Money Markets, ETFs, Mutual Funds, Liquid Alternatives
  • Discretionary asset management offering full fiduciary responsibility and accountability
  • Risk-Managed Strategies
  • Retirement Income Strategies
  • Long-Term Growth Strategies
  • Tax management for domestic and international portfolios
  • Portfolios are monitored daily
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Retirement Services/Financial Planning We take the time to fully understand your financial picture.
  • Personal financial planning and analysis is available to provide clients with information on their balance sheet, cash flows and expense projections and savings.
  • We analyze existing long term goals, risk tolerances, time horizons and unique investment needs Certified Financial Planners and Chartered Financial Analysts are on staff
  • Individual and 401k services
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Personal Banking We offer a broad range of personal banking services in deposits or lending.
  • Checking and savings accounts, money market accounts, certificate of deposits and any number of loans, the bank has options that will suit your needs
  • Clients can visit any of our banking offices as well as use online banking, mobile banking, and banking by phone, or mail
  • Complimentary debit card
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Business Banking Our professional Business Bankers provide personalized service to the business community.
  • We offer business clients a broad range of decidedly different services
  • We offer business checking and savings accounts, money market accounts, and certificate of deposits or any number of loans
  • Complimentary debit card
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Commercial Lending We value your time and use common sense in our underwriting.
  • We offer a variety of loan types to suit many different finance goals and buying situations.
  • Commercial real estate loans in office, industrial, retail, single room occupancy hotel or mixed-use properties
  • Construction loans including a full line of permanent, post-construction financing solutions for investment properties
  • Business loans to fund business’ operating cash needs, expansion plans, or new market opportunities
  • Lines of credit are secured by real estate, inventory, equipment or accounts receivable
  • Conforming fixed-rate and adjustable rate loans
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Residential Lending We value your time and use common sense in our underwriting.
  • We offer a variety of loan types to suit many different finance goals and buying situations.
  • Jumbo loans
  • Tenants in Common (TIC) loans
  • Advantage loans
  • Home equity loans
  • Conforming fixed-rate and adjustable rate loans
  • Second home loans
  • Loans on non-owner occupied homes
  • First time home buyer programs