Stoever Glass is a "Self Clearing" investment services firm. We process and clear all or our transactions internally, which is more efficient, more flexible and more accommodating for our clients. Our investment management specialty enables us to lower our transaction costs and these savings are passed on along to our customers in the form of extra yield/lower prices. more

All broker/dealers maintain safekeeping accounts for their clients but almost all investment service firms impose safekeeping account charges such as custodial fees, charges for checks and wires, redemptions, and even mailing charges in some cases. Stoever Glass provides completely free safekeeping. more

 

In addition to the convenience and safety, a Safekeeping Account offers the following advantages:

 

Insurance - There are several layers of insurance protection for your holdings so you don't have to worry about lost or misplaced securities. We are members of SIPC and also have independent insurance on each account up to 20 million.

We use Dreyfus money market funds in combination with our Safekeeping Accounts because of their conservative reputation, very competitive yields and the large variety of money market funds available for our clients.

 

Free Check Writing - You can have free unlimited check writing privileges with your Dreyfus Money Market Account.

 

Consolidated Statements - You receive a monthly statement summarizing all account positions and transactions including all activity in your Dreyfus money market account.

 

Automatic Sweep - Interest and other proceeds can be swept into your choice of Dreyfus money market accounts or if you want we can send them directly to you or your bank in accordance with your instructions.

 

Bond Tracking - You never have to worry about missing a maturity or call date. Stoever Glass does the tracking for you.

 

Free Redemptions - Since 1964 Stoever Glass, has redeemed thousands of bearer and registered bonds for clients.

 

Continuous Supervision - Your Investment Executive is able to monitor your portfolio and provide timely advice tailored to your objectives and needs, for the most effective investment management services in the industry.

 

Protection - These accounts are strictly regulated and monitored by FINRA and the SEC.

 

 

 

Municipal and corporate bonds are among the safest investments anyone can make in today’s tumultuous economy, but these bonds are by no means static. Bond prices fluctuate daily depending on a variety of factors, including credit rating changes, interest rate fluctuations and call provisions. What a portfolio is worth today may be much different than what it is worth tomorrow—which makes regular portfolio evaluation more important than ever for both the investors and the brokers assisting in portfolio evaluation alike.

 

Many investment firms charge a fee for evaluating portfolios, which runs counter to the idea of turning a profit from investing. But at Stoever Glass, we offer free portfolio evaluation to all our clients. We do this because we can’t stress enough the necessity of evaluating portfolios on a regular basis, so that clients can know their present investment value and have a better and more informed idea of how to proceed in the future.

 

Learn more about our free portfolio evaluation services today – call 800-223-3881 or email us at sales@stoeverglass.com. We’ll set up an appointment to begin your portfolio evaluation right away, to ensure that your investments are secure and that your financial objectives are being met.

 

 

Municipal and corporate bonds are among the safest investments anyone can make in today’s tumultuous economy, but these bonds are by no means static. Bond prices fluctuate daily depending on a variety of factors, including credit rating changes, interest rate fluctuations and call provisions. What a portfolio is worth today may be much different than what it is worth tomorrow—which makes regular portfolio evaluation more important than ever for both the investors and the brokers assisting in portfolio evaluation alike.

 

Many investment firms charge a fee for evaluating portfolios, which runs counter to the idea of turning a profit from investing. But at Stoever Glass, we offer free portfolio evaluation to all our clients. We do this because we can’t stress enough the necessity of evaluating portfolios on a regular basis, so that clients can know their present investment value and have a better and more informed idea of how to proceed in the future.

 

Learn more about our free portfolio evaluation services today – call 800-223-3881 or email us at sales@stoeverglass.com. We’ll set up an appointment to begin your portfolio evaluation right away, to ensure that your investments are secure and that your financial objectives are being met.

 

Stoever Glass is a "Self Clearing" investment services firm. We process and clear all or our transactions internally, which is more efficient, more flexible and more accommodating for our clients. Our investment management specialty enables us to lower our transaction costs and these savings are passed on along to our customers in the form of extra yield/lower prices. more

To find out more about the services we offer, click below.

Free Personalized Services

 

Free Safekeeping

 

Free Portfolio Evaluation