Our Services > Private Wealth Management > North America
Private Wealth Management - North America
Stanford Financial Group North America is headquartered in Houston, Texas, and through its member company, Stanford Group Company, provides its clients with a comprehensive breadth of private wealth management and institutional investment services supported by integrated industry-leading equity and policy research, hand-selected advisors and global resources.
Private Wealth Management means much more than administering assets. It means laying the foundation for a true and lasting legacy. Stanford's private wealth management model allows advisors to deliver strategic ideas, services and solutions finely tuned for each client's unique goals and circumstances. Stanford is uncompromising in its commitment to understanding each client and incorporating their personal philosophies and needs with the power of core Stanford products to create custom solutions. As a U.S.-licensed broker/dealer and investment advisory firm, Stanford Group Company offers a full range of brokerage, financial planning and international investment services for its clients. Whether it's retirement planning, trust services, insurance and annuities or international investment options, Stanford brings together its global wealth management services to provide a comprehensive and successful approach to private wealth management. Stanford has 18 private wealth management offices located throughout the southeast and is continuing its expansion of its Private Client Group throughout 2008.
Investment Banking acts as principal or intermediary for public and private companies that seek capital for growth and expansion. The fast-growing Investment Banking group in the Institutional Investment division of Stanford draws upon a proprietary network of client relationships and seeks both quality management teams that possess the ability to implement their strategic vision as well as innovative companies that demonstrate potential for above-average growth. Stanford offers the sector-specific expertise that helps achieve financial success for our clients. As markets develop and new sectors grow, we help identify the key issues and develop strategies to achieve the desired objectives. We advise on matters ranging from mergers and acquisitions to re-capitalization, private placement and public offerings.
Stanford Research offers clients an unparalleled, comprehensive perspective on individual companies, sector-specific topics and governmental policy that informs markets and industries. Stanford's equity analysts offer insight and opinions on companies in the Consumer, Media, Energy, Financial Institutions, Healthcare, Technology and Water/Environment sectors. To complement the existing equity research with industry-leading policy research, Washington Research Group (WRG) joined Stanford in 2004. Consistently ranked in the top four for Macro/Washington research by Institutional Investor magazine, Stanford Policy Research, the oldest and largest Washington-based institutional research group, delivers investment-relevant insights across a broad range of national policy sectors. Stanford's commitment to conduct informative and enlightening research makes us uniquely qualified to help business owners and leaders evaluate their range of corporate finance alternatives.
Our Institutional Sales and Trading services allow Stanford to take advantage of our expertise in "Market Making." Our experienced Sales and Trading teams connect our clients with the market's foremost investors. Both emerging companies and well-established firms benefit from the purchases of large volumes of stock by institutional investors. Stanford's understanding of this system, coupled with our well-developed relationships, makes us a valuable partner in institutional sales.
The trust we build with our institutional clients stems from our reputation of providing them with fast, accurate and valuable information that, coupled with a keen understanding of markets, allows us to advise clients effectively. Institutional investors have real-time access to cutting edge information provided by our sales, trading and research teams.
Stanford Coins & Bullion employs the latest technology to provide investors in precious metals and collectors of rare collectible coins with expert advisory, appraisal, acquisition planning and auction services. Because bullion and rare coins are a part of a prudent investment portfolio, Stanford Coins and Bullion has created a proprietary, clearly defined five-step investment process for building a collection that: provides an understanding of the rare coin market; designs a collection's aim and scope; develops the strategy necessary to achieve the investment goals; enhances the collection's value; and actively manages the collection.
The Stanford Foundation is the global showcase for the Stanford family of companies' point of difference, and ultimately its strength - its heart. Stanford looks to strengthen each and every community it serves by seeking out and developing unique sponsorships that enhance and improve lives. This strategic philanthropy allows Stanford to give back to local, regional and national communities, and in so doing, demonstrate its commitment to doing well by doing good.