Broker Check

About StoneX

Our Partner-StoneX 

Our Partnership With StoneX Wealth Management Inc.

As a part of our process, we have chosen to partner with StoneX to ensure we can offer our clients a full suite of financial solutions and expertise as well as custody and clearing services.

Why I chose SA Stone Wealth Management Inc.?

Although I began my relationship with Sterne Agee (now part of StoneX) in 2000, the firm itself was founded in 1901.  After being privately owned for over a century, StoneX Wealth Management Inc. is now owned by StoneX Group Inc. StoneX (NASDAQ: SNEX) is a global, Fortune 100 financial services organization relied upon by thousands of companies around the world for a wide array of services, including: asset management; equities market-making; securities execution and trading; advisory services; physical trading in precious metals and grains; a global foreign exchange and currency payment services. StoneX's customers include: brokers; professional traders; commercial banks; major investment banks; institutional investors; the producers, processors and end users of virtually every major traded commodity; commercial counter-parties; and governmental, non-governmental and charitable organizations.

StoneX goes far beyond what’s required of a broker/dealer; the entire organization is built around helping advisors do whatever it takes to serve their clients. It’s that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for Bussey Capital Management to provide you with the best possible guidance and the prompt, personal service you expect and deserve.

  • Investment choice - Your financial objectives, personal investment style, and risk tolerance are the only criteria that influence our recommendations to you. Our broker/dealer offers us access to a virtually limitless selection of investment vehicles and truly objective research from inside analysts.
  • Service - Staff members answer my calls promptly, execute transactions quickly and accurately, and offer my team the same first-class treatment we strive to give you.
  • Technology - The firms technology platform is a critical component in our ability to provide you with first-class service and support. Its integrated web-based systems allow us to more efficiently manage your portfolio and your overall financial picture.
  • Security - StoneX Wealth Management Inc. is committed to safeguarding your privacy, as well as the security of your investment data. The firm’s technology team continuously strives to enhance security measures, keeping up to date with new technologies and safeguards and incorporating them when appropriate to help protect your data.

If you’d like to know more

We’d be glad to talk with you further or answer any questions you may have about our relationship with StoneX. Please feel free to give us a call. To learn more about SA Stone Wealth Management Inc., visit https://wealth.stonex.com/