Stone & Youngberg has excelled at tax-exempt finance for 79 years. Our annual trading and underwriting of up to $8 billion in fixed-income securities ensures our continued position as a national bond market leader.
Fixed-Income Investment Advice
Our expertise in the national bond market positions our Private Client Group to provide exceptional fixed-income investment advice and service to the discerning individual investor. Because of our firm’s prominence in the national public finance sector, Stone & Youngberg’s Private Client Group can offer distinct advantages to our firm’s clients. These include access to a wide variety of new-issue municipal bonds, timely investment advice supported by our municipal credit department, and access to secondary-market liquidity to adjust your portfolio to changing market conditions.
Disciplined and Sophisticated Approach
Successful fixed-income investing requires skilled advice to reduce investment risk while maximizing effective return. Through prudent portfolio construction tailored to each investor’s specific needs, the Private Client Group applies an institutional investment approach to disciplined and sophisticated personal financial strategies.