Institutional Sales & Trading - Taxable Group

Stone & Youngberg's taxable fixed income sales and trading team is committed to providing value and liquidity for our clients.  Extending the firm’s capability as a full service broker-dealer, the taxable fixed income group complements and builds upon our traditional strengths in underwriting and distributing tax-exempt securities. The seasoned professionals on our taxable sales and trading team provide Stone & Youngberg’s customers with competitive products and portfolio investment strategies designed to maximize financial returns.

Client and Product Diversity

Stone & Youngberg’s taxable investment clients include regional financial institutions, investment managers, investment advisors, insurance companies, hedge funds, and state and local government agencies. We offer a full range of structured debt solutions and financial products, and routinely handle complex and innovative transactions.  Our firm focuses on products that build a portfolio of investments with strong earning potential, using instruments that may include:

  • Federal agency securities
  • U.S. Treasury bills, notes, and bonds
  • Mortgage-backed securities
  • Investment-grade and high-yield corporate bonds
  • Reverse convertible bonds
  • Preferred stock
  • Money market securities

To see structured product prospectuses and sales literature, click here.

Taxable Group Disclosures.