banner_InvestmentApproach

The StockCross Approach

Cutting edge technology; back-to-basics mentality; StockCross Investment Specialists and our rich online resources will help you create and manage a long-term investment strategy.

 

“Protection of my client’s principal is my Number one priority! I strive to educate my clients and provide them up to date current market information so they make informed investment decisions.”

Monte Traficante, Sr.
Managing Director - Investments
25 year of Industry Experience

 

 

Investment Approach

StockCross serves people who are, or want to become, savvy investors. All investments are subject to market risk and will fluctuate in value, therefore it is important to understand your investment approach. Whether you are new to the market, or a seasoned pro, we will provide the resources and counsel you need to help you plan for your future, manage your investments, and grow your wealth.


Three easy ways to get started:
  1. If you live in the same city where we have an office, arrange to visit us in person.
  2. If you live anywhere else, call us toll free.
  3. Sign-up for an online account.

Step One: Your Strategic Plan

If you already have an investment strategy in mind, StockCross.com offers the tools and resources you need to start investing.
  • Take a site tour
  • View our online tutorials
  • Customize your dashboard: Real-time quotes, stock screeners, market news, and comprehensive third-party research.
  • Start trading: Quality executions and competitive commission rates.

If you need expert advice from our Investment Specialists, we will answer your questions and explain your options without cost or obligation.
  • We do not operate on quotas – there is no incentive to sell you one product over another.
  • Our only incentive is to help you make strategic, informed investment decisions.

StockCross SELECT Investment Advisor Representatives will handle all of your Wealth Management needs, so that you can spend your time enjoying life to the fullest.

Whichever path you choose, StockCross Investment Specialists, Customer Service Associates, and Technical Support are available to serve you:

Step Two: Manage Your Wealth

The StockCross website is engineered to help you expand your knowledge of the market. Dashboard tools you do not need today might come in very handy tomorrow. We are also continually introducing new resources to anticipate your evolving needs and changes in the marketplace.


Whether you are continually online, or only checking-in on occasion, real-time market data, portfolio performance and investment opportunities are always at your fingertips.

You do not need a computer to be a valued StockCross client and to take advantage of our services! We are happy to assist you in any way that is comfortable to you.

Step Three: It’s Your Money, Access It When You Need It

When your kids are ready for college, when you are ready for retirement, or when you simply need to have cash in hand, our Investment Specialists will help you liquidate and transfer your assets to your maximum financial advantage.
 

Contact Us Online

or Call (800) 225-6196

 
 
 
Newsletter Sign Up

Employee Stock Plans 800.338.3965       StockCross Financial 800.225.6196       Chat Now       Customer Support

TRUSTe online privacy certification

Brokerage Products and Services offered by StockCross Financial Services, Inc. - Member FINRA and SIPC.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the investment company.  To obtain a prospectus contact StockCross at 800.225.6196. Read the prospectus carefully before investing.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the StockCross Options Application and Agreement, Customer Agreement, and by downloading the Characteristics and Risks of Standardized Options, and 2012 Supplements from The Options Clearing Corporation, or by requesting a copy from StockCross free of charge. 

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or by requesting a copy from StockCross free of charge. 

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

Copyright StockCross Financial Services, Inc. 2016.