Category: Brokerages. Country: United States (USA).
Stone & Youngberg structures and distributes fixed-income securities for investment by individuals and institutions. Since our founding in 1931, we have dedicated ourselves to providing underwriting and investment services to clients in a thoughtful, reliable, and honest manner. Consequently, trust is our most important product, and it is our clients’ trust that has made Stone & Youngberg a consistent market leader for over 70 years. History: Stone & Youngberg’s success story began in 1931 in San Francisco. The firm was established to structure, underwrite, and trade municipal bonds. In the beginning, the focus was on financing much-needed irrigation projects to quench the thirst of California’s depression era agriculture. Stone & Youngberg then grew into the state’s leading underwriter of local government bonds. Today we offer a wide range of investment services for individual, institutional, and issuer clients not just in California, but throughout the country. Mission Statement: Our Business Purpose. To create value for our clients by helping them meet their financial and investing goals. Our Business Principles. Clients First We always put our clients’ interests first. Experience shows that if we serve our clients well, success will follow.
Assets Our assets are our people, capital, and reputation. We cannot compromise any of these without putting our business at risk. Integrity At Stone & Youngberg, integrity is paramount to maintaining our corporate culture and our reputation in the industry. We expect our employees to meet the highest standards in both their professional and personal lives. Professional. Excellence We take pride in professional excellence. We strive to be the best in all aspects of our business, and will settle for nothing less. We are dedicated to helping our employees reach their potential by providing a challenging, collegial workplace that encourages and enables them to help our clients fulfill their goals. Teamwork To achieve success, we expect our employees to put the interests of the firm and its clients ahead of their own. We believe teamwork is essential to achieving the best results in our business. Our Business Goal. To be the premier regional fixed-income investment bank in the nation. Institutional Sales & Trading. Stone & Youngberg is actively involved in both the tax-exempt and taxable markets. The strength of our market activity is built on professional expertise and client relationships. Stone & Youngberg’s capital is committed to financing public improvements that make local communities more livable and more prosperous. In addition to our business as an underwriter of new-issue municipals, Stone & Youngberg’s institutional trading and sales desk makes markets in a variety of asset classes throughout the municipal sector for all of our investor clients. These include major mutual fund groups, hedge funds, bank trust departments, insurance companies, investment advisors, and individual investors...
Address: San Francisco, California CA 94111, Phone: 415 445 2300 Fax: 415 445 2395
