| |
Product and Services
We offer a full array of investment
opportunities specifically geared to match a client’s
investment objective. In accordance with this philosophy
Silver Oak does not offer any proprietary products. We
believe that every investment dollar should be matched to
client needs and investment objective. Below you will find
some, but not all, of the alternatives we make available to
you:
• Self Directed Retirement Accounts
• IRAs, SEPs, 401(K) s, and Pension Plans
• Small Business Retirement Plans
• Wealth Management
• Mutual Funds
• Stocks
• Variable Annuities
• Fixed Annuities
• Tax Free Municipal Securities & U.S. Government
Securities
• Real Estate Investment Trust & Limited Partnerships
• 1031 Exchange Programs
• Municipal Bonds
• Corporate Bonds
• Certificates of Deposit
• Money Market Accounts
• Private Placements
Affiliated Companies
Sterne Agee & Leach, Inc.
Sterne, Agee & Leach, Inc. is a member of the Securities
Investor Protection Corporation (SIPC), which provides
account protection for cash and securities held at the
firm. SIPC provides protection up to a maximum of $500,000
per client, including up to $100,000 in cash balances (an
explanatory brochure is available upon request). We also
provide our clients with additional coverage for securities
in the amount of $24,500,000, bringing your total coverage
for accounts to $25,000,000. Travelers Casualty and Surety
Company of America currently provide additional coverage.
Both SIPC coverage and additional coverage do not protect
against market loss.
Salclearing.com
|
|
|
