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Home > Sterne Agee Financial Services > Products and Services
 

 

  

Products and Services

 

At Sterne Agee Financial Services, our goal is simple: we want to help you thrive. We offer a wide range of products, including stocks, bonds, mutual funds, and services in order to assist you in achieving your goals. In addition to equities, fixed income securities, mutual funds, unit investment trusts (UITs), exchange-traded funds (ETFs), we serve as custodian for a variety of retirement accounts, we are involved in initial public offerings (IPOs), private placements, and offer long term care and life insurance policies and annuities.

In addition to retail brokerage accounts, we offer a carefully selected number of managed and fee-based products, all with a different focus.

WealthCore is an exclusive account with a focused number of experienced Portfolio Managers working for you.

Target Allocation Portfolios is a fee-based advisory account that includes a portfolio of no-load and load waived non-proprietary mutual funds managed by a Sterne Agee Portfolio Manager.

Sterne Select Advisor is a fee-based investment advisory program managed by your SAFS Financial Advisor.

Please consult with your Financial Advisor to discuss which product or service will best suit your individual personal investment goals.