At Stoever Glass we help guide Money Managers, Investment Advisors and Financial Planners through the intricacies of fixed income investing. We created the Stoever Glass Advisor Select Group in 1992 as an excellent source of bonds for professional managers. We realized early on that most brokerage firms treated money managers with between $25 million and $250 million under management like retail clients, so we decided to change that. We offer an institutional style of highly efficient service, execution, and pricing for our Advisor Select clients. The members of the Advisor Select Group deal with many different professional advisors and planners everyday and they can help you satisfy your fixed income demand with consistently better prices in the form of higher yields.
Free Portfolio Analysis: We will evaluate your existing portfolios free of charge. And keep us in mind when you get a prospective client with a portfolio that contains bonds. We'll go over it with you free of charge to make sure there are no "landmines" in it. We invite you to use our specialized expertise to help you help your clients.
Free Portfolio Management: The advantage of individual municipals over bond funds is that they can create portfolios that are much more suitable for your clients and they always yield more than bond funds of comparable maturities (ask for our free educational report "How to Tell if Bond Funds are Right for You or Not"). The drawbacks are the time spent learning about the municipal bond market, and the time creating a portfolio. That is why financial advisors often let us help create and track their bond portfolios for them. We have 45 years of experience in the bond market and we can help you create the portfolio that is most appropriate for your clients.
Free Transfer of Securities: We deal with Charles Schwab, TD Ameritrade and numerous other brokerage houses and Trust Departments on a daily basis. We are experienced in handling Prime Broker, Trade Aways, and Directed Trades which lets you spend less time with trade problems.
A Diverse National Inventory: We inventory tax free municipals from all 50 states, in all block sizes, and every maturity. If we don't have what you need at the moment, our trading desk will bid bonds specifically for your inquiries.
Some of the best prices in the Industry: The Advisor Select Group's trading desk will provide you with bonds that are consistently cheaper than what you are accustomed to seeing. We use our experience and existing relationships with Trusts, Estates, and Banks to gain access to a wider selection of bonds than most other firms, which gives us the opportunity to pick up more bargains. We realize that anyone can say they have good prices, but only we have the facts to back it up. For more on "The Reasons Stoever Glass is Known for Better Bond Prices," refer to the free report Section of our website.
Free Portfolio Evaluation Bond prices fluctuate daily. They are subject to credit rating changes, interest rate fluctuations and call provisions. That’s why it is important to evaluate your portfolio on a regular basis to ascertain your present investment value. To learn more about our free portfolio evaluation service, call us at 800-223-3881or email us at sales@stoeverglass.com.
In addition to tax free municipals of every state, we also carry an abundant inventory of Corporate Bonds, Gove rnment Agency Bonds, and Taxable Municipal Bonds.
We can work with you via phone, fax and/or email.