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.
The Sterne Agee Insured Deposit Program is now being offered to clients which includes competitive interest rates, with the added protection of FDIC Insurance. Click here for a listing of FDIC Institutions participating in this program.
In addition to retail brokerage accounts, we offer a carefully-selected number of managed and fee-based products, each with a different focus.
Sterne Select Managers (WealthCore) Core strategies tailored to the unique goals and needs of individuals with significant investment portfolios, and designed to preserve assets while providing an opportunity for growth and income. At the heart of the WealthCore program is a select group of money managers chosen for long-term consistency of style and performance, including many boutique firms. Past performance is no guarantee of future results.
Sterne Select Funds For many investors, staying diversified helps to alleviate concerns about being in the right place at the right time. Diversifying your portfolio makes you less dependent on the performance of any single asset class. The Sterne Select Funds Classic portfolios were developed for investors looking for diversification in a discretionary asset allocation program. Asset allocation is the process of combining asset classes such as stocks, bonds, cash, and alternatives in a portfolio. Your asset allocation is determined by your financial needs and goals, your investment time horizon and your attitude toward risk. Effective diversification requires combining assets with low correlations - those that behave differently in various market conditions. Diversification does not ensure a profit or guarantee protection against a loss.
Sterne Select Advisor Sterne Select Advisor is a non-discretionary, investment advisory account that offers a new way of conducting business with your Sterne Agee Advisor. If you're like many investors, you lack the time and tools needed to do the research required to make informed investment decisions relative to your overall financial strategy. As a result, the value of developing a trusting relationship with your Advisor has never been more important. A well developed plan, designed in conjunction with your Advisor, is critical to attaining your individual goals.
Please consult with your Sterne Agee Financial Advisor to discuss which product or service will best suit your individual personal investment goals.