Since 1981, the professionals in Stone & Youngberg’s Community Bank Group have specialized in providing marketing and market-making in the stocks of community banks.
Market-makers
Stone & Youngberg’s Community Bank Group is a recognized authority on community banks in the Western states. We’re dedicated to creating innovative investment solutions for community banks to provide liquidity and give them the opportunity to grow and extend their services to more customers. As a result, today Stone & Youngberg services more than 3,000 clients and trades more than $500 million dollars annually in community bank stocks through a network of more than 70 California banks.
Investment Opportunities
Our typical Community Bank Group clients are financial institutions and their clients and shareholders, as well as bank executives and employees. As a full service brokerage firm which specializes in trading shares of community banks, we offer a wide array of services to all our clients. Among these is an equity trading desk staffed with dedicated market-makers who enhance our trade execution capabilities. Clients can invest in corporate and municipal bonds, government securities, structured products, and mutual funds, in addition to bank equities.
Customized Investment Strategies
Stone & Youngberg’s Community Bank Group portfolios are custom-built for our clients. We consider investment objectives, time horizon, and risk tolerance, and develop an investment profile and plan designed to achieve clients’ growth and income objectives. As part of our innovative and customized benefits, we provide clients with direct access to the firm’s Community Bank Group management team for consultation on accounts and investments. Clients enjoy personalized, boutique banking service combined with our firm’s national reputation for investment management expertise.
See the Stone & Youngberg Community Bank Group brochure.
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