Products & Services

Many other brokerage firms dictate what investments their brokers may sell, often pushing funds and products that those firms have created for mass-marketing to the public. At Feltl and Company, we believe in the individual approach.

The only directive we give our brokers is to get to know your customers, and recommend investments that are consistent with their investment needs and objectives. Rather than dictate what investments may be sold, we make available a broad range of products and services, and allow the customer, in consultation with the broker, to determine what works best for that customer. The following is a list of the types of products and services we offer:

  • Publicly-traded individual stocks
  • Mutual Funds
  • Corporate finance products, such as initial public offerings, follow on public offerings, private placements of equity, PIPEs, and bridge loans [Learn More]
  • Research on local, regional and national companies [Learn More]
  • Professional money manager programs and other fee-based compensation arrangements
  • Financial planning and estate planning advice
  • Tax-free municipal bonds
  • Other fixed income products, such as corporate bonds, high-yield bonds, U.S. Treasuries, and CDs
  • Retirement and education planning, including 401ks, Traditional lRAs, Roth IRAs, rollovers,
  • Life insurance, variable annuities, fixed annuities, and other insurance-related products
  • 529 College Plans, Coverdell Education Savings Plans, and custodial accounts
 Feltl and Company