Stahlvest may act as an advisor, broker, agent or trustee to manage investments according to your investment policy. Stahlvest services are available a la carte or with a full line of financial services through Purshe Kaplan Sterling Investments and Fidelity Investments. PKS is a quality financial firm headquartered in Albany, NY that provides top-rated customer account custody, record-keeping and statements provided by National Financial Services, LLC (a Fidelity Investments company). Fidelity Investments
Jim Stahl manages Stahlvest and also manages a PKS Investments branch office. Mr. Stahl provides various investment and insurance services that include managing securities portfolios for retirement income, banking and checking services, insurance for life and long-term care, cash reserve management and access to trading platforms at other securities firms. Supervision of managers for out-sourced or specialized portfolios is also available. Stahl is an award winning investment executive with over 30 years
Stahlvest may open accounts with National Financial Services (NFS), a Fidelity Investments company , to provide top services or transfer in other financial assets for new customers.