Stone & Youngberg’s Community Bank Group offers the firm’s institutional and individual clients a broad range of investment and financial advisory options and services. Although the group specializes in community bank investments, our activities as part of a full-service brokerage firm provide an array of opportunities for institutional, corporate executive, and individual investors. Our investment managers custom-build investment portfolios for each client, with an emphasis on bank stocks and other investments that best meet the client’s investment objectives, time horizon, and risk tolerance. In addition, our professionals are always available for client consultations to assess current accounts and evaluate specific investment opportunities.
Institutional Investors
For institutional investors Stone & Youngberg offers a comprehensive portfolio of financial services and investment options. Our investment advisers work in partnership with institutional clients and their management to facilitate stock repurchase programs, advise on mergers and acquisitions, offer guidance on strategic portfolio planning and market-making, help structure retirement plans, and assist with the specific requirements of restricted stock services.
When it comes to investment options, our array of choices is second to none. We help institutional investors develop customized portfolios and strategies that encompass financial instruments such as:
• Bank-qualified municipal bonds
• Common stock offerings
• US Treasury & Agency Securities
• Corporate bonds
• Collateralized mortgage obligations
• Municipal bonds
• Preferred securities
• Public and private placements
• Trust preferred securities.
Corporate Executive Specialty Services
Corporate executives and other high-wealth individuals rely on Stone & Youngberg’s Community Bank Group for customized portfolio planning that emphasizes a diverse array of investment options. As individual needs require, we focus on investing for current income and retirement planning. We can also help with specialized executive compensation issues such as cashless stock option exercises and restricted stock services.
Individual Investor Services
Individuals also can take advantage of the Community Bank Group’s investment services. By contacting one of our offices, individuals may establish and fund a new account, or transfer an account from another firm. We provide customized portfolio planning to individuals by helping them choose from a range of investment options that may include bank and other corporate equities, corporate and municipal bonds, U.S. Treasury and agency securities, mutual funds, and a wide range of structured investment products. Whether an individual’s goal is investing for growth and income or planning for retirement, clients receive complete portfolio advisory services backed by the expertise and experience of one of the country’s leading institutional investment firms.