PENSIONS & INVESTMENTS  

Frequently Asked Questions

Q: Are you just a small investment company?
A: Like a trustee for you, Stahlvest joins your side to guide, advise or manage your investment accounts at your choice of large and/or best financial companies (custodians). This advisor-client relationship keeps it easy for you to obtain assistance other than Stahlvest should you ever desire or require. Stahlvest network services utilize some of the most powerful widely accepted business and trading systems worldwide.

Q: Are you 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 most competitive price of many securities.

Q: Is it easy to move my account to Stahlvest?
A: In most cases it is 100% electronic and simply requires your signature and a copy of your account statement. New account transfer systems used by Stahlvest also transfer "cost-basis" records (for tax reports) as well. Transfer can be free or a minimal expense, so check with James Stahl (301) 722-2750 for a free evaluation of your holdings transferability.