Financial Services & Investments
Independent Equity and Fixed Income Research
Strasbourger Pearson Tulcin Wolff was at the forefront in recognizing the importance of independent and unbiased investment research. Our firm’s Financial Advisors have direct access to an unlimited amount of research from companies like Credit Suisse First Boston, Merrill Lynch, Morgan Stanley, Smith Barney, Standard & Poor’s, and Pershing Investment Research to name only a few. We have the ability to take a broad and unbiased approach in our analysis of our clients’ portfolios because of our multiple source research capabilities.
Direct Access to your Investments
Our clients can stay in touch with their investments through the internet via www.sptw.com. If you need to access your assets to pay for expenses or purchases, you can do so through the ProCash Plus Account. This service offers you check writing and debit card capabilities that are directly linked to the assets of your account.
Professional Money Management Options
Strasbourger Pearson Tulcin Wolff, through Pershing LLC, is able to offer clients a full array of third party, professional money managers. We offer access to 450 mutual fund families and 11,500 individual funds, 41 annuity companies and over 500 money managers through the PEAK Managed Account programs. Our Account Executives will work with you to discuss your needs, objectives and risk tolerance and then allocate your assets accordingly in order to achieve your goals.
Fixed Income Investments
Strasbourger Pearson Tulcin Wolff has direct access to over 40 Broker dealers and fixed income trading desks on Wall Street to enable the best prices for transactions in all fixed income investments including Cash Management Account Services and Foreign Exchange services. These include U.S. and Foreign government bonds, agencies, tax-free municipal bonds, high yield securities, corporate bonds, preferred stocks, convertible securities and Certificates of Deposits.
Investments Banking and Corporate Advisory
Strasbourger Pearson Tulcin Wolff has advised and helped numerous small-cap growth companies over the years to achieve various financing objectives. Our Corporate Finance Department can advise you on many forms of financing options that are available to your growing company. Strasbourger Pearson Tulcin Wolff can assist you with private as well as public offerings in the equity markets.
Strasbourger Pearson Tulcin Wolff’s Corporate Finance Department can also help your company and executives with Strategic planning and management decisions that are needed in today’s fast paced business environment. We can advise you on executive search and placement for high level management positions as well as succession planning and business acquisition. With market volatility and corporate event risk on the rise, it is crucial that you, as a holder of highly concentrated equity positions discuss the options to retain that wealth. Strasbourger Pearson Tulcin Wolff can help you hedge and protect the wealth of that position.
Corporate Executive Services
If your company or business affiliations have compensated you with shares of publicly traded stock, Strasbourger Pearson Tulcin Wolff can help you protect that wealth through a number of financing methods. Our firm can advise you on 144 restricted and control stock transactions, liquidity and financing alternatives, loans, collars, covered call writing and exchange funds that enable you to hedge and diversify significant stock holdings.
Retirement Services and Financial Planning
Strasbourger Pearson Tulcin Wolff provides a full platform of retirement services to meet the needs of individuals, corporations and small business owners. We can provide information and advice on 401(K), 403(b)(7), Traditional IRA, Roth IRA, SEP-IRA, SARSEP, SIMPLE IRA, SIMPLE 401(k), Money Purchase, Profit Sharing Plans, IRA Rollovers, 529 College Savings Programs and other retirement options.
The laws and vast amounts of information pertaining to retirement planning can be overwhelming. A discussion with your Financial Advisor is the first step to reaching your retirement goals and objectives.
Should you have the need for advanced financial planning and estate planning, Strasbourger Pearson Tulcin Wolff has access to some of the most experienced financial planning and legal experts in this field. Ask your Financial Advisor how we can help.
See our grid of retirement plans.
Account Protection
Member of SIPC, which protects securities customers of its members up to $500,000 (including $100,000 for claims for cash). Explanatory brochure available upon request, or at http://www.sipc.org/.
Your brokerage account assets receive the highest level of account coverage in the marketplace today ¾ account protection for the securities and cash awaiting reinvestment held in custody by Pershing.
This account protection applies to the net asset value of securities and cash, held in custody by Pershing, for your account. The Securities Investor Protection Corporation (SIPC) provides the first $500,000 of coverage, including $100,000 for claims for cash. The account protection applies when a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments. |
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