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Investments

Investments can take the form of individual securities such as stocks, bonds and CD’s, or they can be packaged products such as mutual funds and exchange traded funds (ETFs), or a hybrid of similar securities. Since there is a wide array of investments available, it is important that access to investments not be limited either arbitrarily or purposely by a custodian. Access to investments may be limited due to a custodian’s desire to carve out an extra income stream for themselves directly from investment products, or by holding a client captive to their trading platform, or both. These “pay to play” schemes typically result in higher trading costs, higher ongoing expense ratios and/or limited access to specific securities.

Stellar built its reputation on its skills in researching, selecting and managing investments for client portfolios. Click here for a more detailed description on how we accomplish these tasks.