The PKS Mission

Still waters run deep. What appears calm on the surface may mask dynamic activity below. Successful investing requires a deep understanding of what lies beneath the surface. Purshe Kaplan Sterling understands this relationship. We also understand and revere the most critical investment relationship-that between you and your Investment Executive. Purshe Kaplan Sterling is as judicious in selecting an Investment Executive as you must be.

Each Purshe Kaplan Sterling client, including CEOs, high profile professional athletes and large institutions, has unique goals and objectives. PKS Investment Executives understand these needs and have time-tested expertise in managing these relationships. Long-term relationships built on trust and confidence empower the Investment Executive to assist in making the right decisions for your future, based on personal experience with your investment history.

Purshe Kaplan Sterling brings all key services under one roof to create a total financial solution for each client. Our umbrella covers all the services required to manage your financial needs including employee benefits, investments, trading, insurance and estate planning. Strategic affiliations allow us to direct clients to qualified professionals for legal, accounting, financial advisory and consulting, structured products and other support services.

Purshe Kaplan Sterling created and continues to cultivate an environment where experienced Investment Executives possess the freedom to search the entire marketplace to help you secure your financial future. We are not encumbered by proprietary products or proprietary thinking. Time tested strategies, combined with our constant search for new directions, allow us to tailor an investment program that always fits and grows with you.