Fully Invested in
Better Outcomes
As a global investment firm, we foster diverse perspectives and
embrace
innovation to help our clients navigate the uncertainty of capital
markets
Value investing
redefined
At Stocks Standard Exchange, we create value by sticking to our
consistent
investment
philosophy and disciplined research process
Building prosperity, security
&
opportunity
Discover the Stocks Standard Exchange difference and view our
Investment
Performance Highlights.
*******
Our advisors connect your finances to what you want out of life and create a plan designed to make it happen, revealing possibilities while protecting you from the unexpected—today and every day after.
- A personalized plan that brings all aspects of your financial life together
- A strategic mix of insurance and investments working together for your goals
- Your go-to financial expert who helps keep your big picture, and dreams, in focus
View Certificate of Incoporation
Institutional investment Mangement
When you select Stocks Standard Exchange to manage institutional assets, you will discover...
Real Assets
Investors looking to add a broad real assets allocation to their private markets...
Alternatives
As a pioneer in alternative investing, Stocks Standard Exchange has a long track record of managing...
Investor
Relations
Stocks Standard Exchange provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world. Through its distinct investment brands Stocks Standard Exchange Management, we offers a diversity of investment approaches, encompassing bottom-up fundamental active management, Responsible Investing, systematic investing and customized implementation of client-specified portfolio exposures. Exemplary service, timely innovation and attractive returns across market cycles have been hallmarks of Stocks Standard Exchange since the origin.
Our Diversity &
Inclusion Strategy
At Stocks Standard Exchange, we want every person to have the opportunity to succeed based on merit, regardless of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity expression, military or veteran status, or any other criterion. Why is this so important? To us, diverse and inclusive teams enriched with people of distinctive backgrounds make us better. They help us generate better ideas, reach more balanced decisions, engage our communities and help our clients achieve better outcomes.
FINANCIAL
PLANNING
These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead.
| Latest Deposits |
|---|
| Latest Withdrawals |
|---|
Professionally managed investment portfolios
Time is a precious commodity. Researching investments in ever-changing markets and handling investment transactions are more than most people have time for. Stocks Standard Exchange Asset Management Solutions program allows you to delegate the daily management of your assets and invest with confidence, knowing that your portfolio is in the hands of experienced professionals.
Different goals require different approaches.
At Stocks Standard Exchange we recognize that each investor is unique. That’s why we take a personalized approach to developing an asset management strategy by selecting investment portfolios that closely match your goals, tolerance for risk, and expectation for returns.
To provide you additional value, we strive to:
- Create opportunities for rewards while managing risk.
- Minimize management and administrative costs.
- Provide ongoing services that adapt to changes in your goals.
wealth planning
A solid Wealth Plan ensures you have a financial strategy that supports your aspirations. Once we understand your lifestyle goals, we look at the current path of your finances to ensure that you are on track to meet them through retirement and beyond.
OUR PLANS
Increase: 15%
Duration: 1 days
Amount: $30
Increase: 35%
Duration: 1 days
Amount: $500
Increase: 32.5%
Duration: 2 days
Amount: $1,000
Increase: 33.33%
Duration: 3 days
Amount: $3,000
Increase: 30.57%
Duration: 7 days
Amount: $5,000
Increase: 8%
Duration: 11 days
Amount: $7,000
ACTIVE MANAGEMENT ACROSS ASSET CLASSES
Stocks Standard Exchange Trades offers regional and global high-active-share equities, fixed income across the yield curve, liquidity solutions backed by four decades of experience as a core capability and, in private markets, real estate, infrastructure, private equity and private debt. Beyond investment management, Stocks Standard Exchange provides engagement in equity and bond markets, proxy voting and policy advocacy.