PENSIONS & INVESTMENTS  

Frequently Asked Questions

Q: Is Stahlvest a small investment company?


A: No, Stahlvest is an adviser that will supervise or manage money or assets, in your best interest, that are usually held by a large properly qualified custodian company. Like a trustee for you, Stahlvest joins your side to guide, advise or manage your investment accounts at a variety of appropriately qualified financial companies (custodians). This advisor role means it is easy for you to keep your investments with a custodian and obtain assistance from Stahlvest or switch to an adviser other than Stahlvest should you ever desire or require. Meanwhile custody can remain with your bank or other financial firm. Stahlvest utilizes some of the most widely recognized financial companies and trading systems, including highly skilled back office services that provide exceptional efficiency and market reach.

 

Q: Is Stahlvest expensive?


A: Most customers will discover how Stahlvest often saves them money by obtaining better prices for many popular investment securities or products. Stahlvest is an independent advisor that is not bound to promote "sell-side" brand name inventory, and is free to shop around for the best exchange of many securities. Most importantly Stahlvest is free to serve your best interest, not bound to push a company product or inventory, and this reality alone can avoid very costly investment traps due to unsuitable product promotion. Beware of product sales agents.

 

Q: Is it easy to assign my account to Stahlvest?


A: In most cases it is 100% electronic and simply requires your signature on new account paperwork and a copy of your existing account statement. If your account isn't held by an appropriate custodian, account transfer systems used by Stahlvest can also retain and transfer your "cost-basis" records (for tax reports) as well. Transfer can be free or a minimal expense, so check with Jim Stahl of Stahlvest for a free evaluation of your current custodian and the possibility to transfer your holdings.