Private Clients

We are committed to assisting our clients in achieving their financial goals by offering a full array of investment products & services.

 

Private Clients

We offer customized, one-on-one consultative services to each and every one of our customers. Realizing that the financial needs of every customer are different, our Financial Consultants are ready to customize a strategy to help you reach your goals. We offer a complete product menu found at larger firms, yet we provide the personalized services of a smaller firm. We look forward to meeting with you. Our products include:
  • Cash Management
    Joseph Gunnar & Co. encourages our clients to simplify their increasingly complex financial lives. Choosing the right cash management account can be confusing at times. A Joseph Gunnar & Co. Financial Consultant can help you decide which one works best for you and your business.
  • Equities
    All Joseph Gunnar & Co. Financial Consultants have access to electronic trading systems designed to give our clients the best possible executions for their orders. Institutional equity professionals of Joseph Gunnar & Co. enjoy access to a full array of services.
  • Estate Planning/Wealth Preservation
    Whether preparing for retirement, a future college education, or planning for your heirs and beneficiaries,your long term financial plan can begin today. A Joseph Gunnar & Co. Financial Consultant can assist you in developing an appropriate Wealth and Estate Planning strategy.
  • Fee-Based Solutions
    Through National Financial Services LLC, our clearing agent and a unit of Fidelity Investments, clients of Joseph Gunnar & Co. can choose from a variety of fee-based solutions ranging from fully bundled fee-based programs to individual services to complement an existing program.
  • Fixed Income
    Joseph Gunnar & Co. clients have access to a wide array of fixed-income vehicles.
  • Insurance
    A Joseph Gunnar & Co. Financial Consultant can execute an insurance strategy specifically designed with you in mind.
  • Investment Banking
    If you are inclined and suitable, you will have access to a multitude of corporate finance transactions processed by our Investment Banking Group. These include bridge loans, private financings of privately held and public companies, initial public offerings, secondary and follow-on public offerings and debt recapitalizations.
  • Managed Money Programs
    Fee-based managed accounts solutions have become increasingly popular to investors as the demand for managed accounts has grown. Through National Financial Services LLC, our clearing agent and a unit of Fidelity Investments, the largest mutual fund company in the U.S., and one of the world's largest providers of financial services, clients of Joseph Gunnar & Co., LLC are able to choose from a wide variety of fee-based money management solutions.
  • Mutual Funds
    While mutual funds provide many advantages, the ultimate decision as to what specific fund is suitable can be challenging. Joseph Gunnar & Co. can help you decide which mutual fund is most appropriate for you based upon your financial and tax status as well as your investment objectives.
  • Research
    Joseph Gunnar & Co., LLC clients benefit from unbiased research methods via a top-down approach for recommending specific equity investments. Private Clients enjoy regular access to recommendations from Chief Market Analyst and Equity Strategist Clark Yingst, along with regularly scheduled conference calls designed to provide our clients with a comprehensive overview of the financial markets. Independent third party research is also available.
  • Retirement Services
    Are you prepared to retire comfortably? At Joseph Gunnar & Co. our Financial Consultants have access to a wide variety of retirement services.

Find Out More

To learn more about Joseph Gunnar & Co., LLC, contact:

Stephan A. Stein
President
sstein@jgunnar.com
212.440.9650