For Investors
The Clarity Your
Wealth Deserves
Our clients demand transparency around what they pay for — and we’re happy to offer it. Stirlingshire gives you more flexibility and options than ever: self-direct at zero commission, request advice OnDemand, or hand it off entirely.
Three Ways to Invest
More Flexibility. More Options.
Whether you want to run your own portfolio, lean on a professional when it counts, or delegate entirely — choose the level of involvement that fits you. Switch anytime.
Full Control.
Zero Commission.
Trade directly through our proprietary, app-based platform at zero commission — with the same institutional-grade tools your advisor would use. You stay 100% in control.
- Zero-commission self-directed trades
- AI-powered portfolio tools
- Real-time analytics & attribution
- Automated tax-loss harvesting
- Native iOS & Android apps
Your Advice,
OnDemand.
Self-direct with a licensed representative on call. Request personalized trading advice whenever you want it — through the platform, email, or phone. Human guidance, never robo.
- Dedicated licensed representative
- Personalized, human advice — not robo
- Pay only when you use it
- Reach out by app, email, or phone
- You always make the final call
Hands-Off.
Fully Managed.
Prefer to delegate entirely? A professional money manager handles every aspect of your portfolio — construction, rebalancing, tax strategy, and ongoing oversight.
- Dedicated professional money manager
- Comprehensive portfolio management
- Proactive tax & rebalancing strategy
- Full financial planning
- White-glove service
Our Commitment
A higher standard of service, built around you.
We saw a disconnect in the level of service investors were given, and we built Stirlingshire to change it. Our patent-pending technology keeps you 100% in control, with a full suite of tools and choices at your fingertips.
Client Portal Preview
See Everything.
Understand Everything.
Your portal shows the same analytical depth your advisor uses — not a simplified summary. Every position, every trade, every fee is transparent and auditable, in real time.
What You Get
Institutional Technology, Personal Service
Complete Transparency
Real-time portfolio analytics, performance attribution by asset class, and full trade history — the same data your advisor sees, not a simplified version.
Tax Intelligence
Continuous tax-loss harvesting, wash-sale prevention, capital gains budgeting, and estimated tax alpha reporting — every tax opportunity captured automatically.
Family Office View
Consolidate multiple entities, trusts, and family accounts into a single unified dashboard. See your complete financial picture across generations.
Risk Analytics
Stress testing, factor exposure analysis, drawdown scenarios, and correlation matrices — understand exactly how your portfolio behaves in any market environment.
Document Vault
Secure document sharing with your advisor — tax returns, estate plans, statements, and signed agreements, all encrypted and instantly accessible.
Segregated Custody
Client assets held in individually segregated accounts at Apex Clearing Corporation. Your holdings are never commingled with firm assets, protected by SIPC.
Getting Started
Four Steps to Complete Visibility
Introductory Conversation
A brief conversation to understand your goals, risk tolerance, and what you’re looking for in a wealth management relationship.
Portfolio Review
We analyze your current holdings, identify tax optimization opportunities, and model potential portfolio improvements — no obligation.
Account Setup
Open your individually segregated custody account at Apex Clearing. Digital onboarding — most accounts open within 48 hours.
Portfolio Goes Live
Fund your account, choose how you want to invest, and your real-time client portal and trading apps activate immediately.
See if Stirlingshire Is Right for You
No obligation. No sales pitch. A genuine conversation about what transparent, institutional-grade wealth management looks like — on your terms.
Client assets held at Apex Clearing Corporation · Registered Investment Adviser