Our Firm

Products & Services

Sterne Agee offers a comprehensive portfolio of products to help you find the perfect solution for each client, regardless of the client’s needs or point in life.

Multiple Sources of Equity Research & Market Commentary

We’ve built a full-service, in-house research department to support you. Each day, our analysts provide up-to-the-minute commentary, on-line research and published reports to keep you and your clients in tune with changing market conditions. A constant commentary during market hours helps you guide clients through the shifting currents of the marketplace. In addition to this internal research, we also have a network of supporting research from outside sources. With multiple sources of research, we are able to provide you with an unbiased vantage point and unique perspectives distinct from the traditional Wall Street wirehouse firms.

Equity Trading

Sterne, Agee & Leach, Inc. maintains a professionally staffed equity trading desk with expertise in listed and OTC services. We can ensure your clients receive personal service and quality, timely executions on all orders regardless of size.

Fixed Income

Fixed Income division specializes in taxable, tax free, and governmental securities. Fixed Income also includes a Public Finance and Corporate Underwriting Division, which structures, negotiates and assists in the underwriting of newly issued securities. Our full-service
Fixed Income trading desk can provide you with access to:

  • Treasury Securities
  • Unit Investment Trusts
  • Corporate 
  • Zero Coupons
  • Municipals 
  • Discount notes
  • Agencies 
  • Commercial paper
  • GNMAs 
  • Brokered CDs
  • CMOs

Portfolio Risk Analysis

Our proprietary program helps clients evaluate the risk of their fixed income portfolio. In addition to providing you with a cash-flow breakdown and yield analysis, we also investigate more complex factors such as convexity
and duration. For clients who rely heavily on income from their fixed income investments, this is an essential tool to manage the risk of the overall portfolio.

Mutual Funds

Sterne Agee Financial Services provides your clients with a full selection of mutual funds, while assisting you in evaluating the specific performance of individual funds. Clients have access to approximately 370 fund families and 15,000 funds, including:

  • U.S. Equity Funds
  • U.S. Government Bond Funds
  • Municipal Bond Funds
  • Corporate Bond Funds
  • Balanced Portfolio Funds
  • International & Global Funds
  • Precious Metal Funds
  • Money Market Funds

 

Annuities & Life Insurance

Sterne Agee Financial offers a complete line of insurance products ranging from annuities to survivorship life. Whether you need whole life, term life or other estate planning investments, we offer a wide variety of these products through many of the leading insurance firms in the country. If you and your client have questions, our internal, full-time support staff is here with an answer.
 

Unit Investment Trusts

We provide both equity and debt UIT products in the primary and secondary markets. Our due-diligence process is strict during the selection of UITs to ensure that you and your clients have the most current information available.