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Bonds
Sweney Cartwright & Co. provides clients with a wide selection of corporate, government and municipal bonds. The firm will act either as a principal or an agent in executing trades. The principals of the firm are active in the municipal market on a daily basis and update the offerings weekly as the market changes. For more information, please call your Sweney Cartwright & Co. representative.
Stocks
Sweney Cartwright & Co. transacts customer orders through our seat on the Chicago Stock exchange. The NASDAQ and OTC trades are handled by our trading department.
OTC Bank Stocks
Our team of experienced traders makes markets in over 70 community banks trading on the NASDAQ and the Bulletin Board. Our approach to making markets is to act as both a consultant and market-maker to the banks we serve. For more information, please call your Sweney Cartwright & Co. representative.
Asset Management/Investment Advice
Sweney Cartwright & Co.'s team of experienced professionals strive to build wealth by providing a well-diversified portfolio for investors of stocks, bonds, and mutual funds. We provide strategies to our clients to assist them in achieving their financial goals. For more information, please call your Sweney Cartwright & Co. representative.
Mutual Funds
Mutual fund trading offers a relatively safe form of investing for those interested in balancing their stock and bond portfolios. Sweney Cartwright & Co. is partnered with fund companies such as The American Funds, Franklin Templeton and Thornburg in advising clients on mutual fund investing. For more information, please call your Sweney Cartwright & Co. representative and visit the links below.
Money Market Accounts/Free Checking
Another service offered by Sweney Cartwright & Co. are our Access and Spectrum money market accounts. These free accounts allow clients the freedom to spend and transfer assets held in their money market accounts without calling a representative for approval. For clients who prefer the use of a debit card, Sweney Cartwright & Co. offers the Spectrum account. For those who prefer a traditional checking account, we offer Access. Click here to preview our Access and Spectrum brochures.
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College Savings
Investing in a 529 plan is a vital tool in college preparation. Sweney Cartwright & Co. works with a variety of 529 plans, such as the CollegeAdvantage plan administered by the Ohio Tuition Trust Authority. For more information, please call your Sweney Cartwright & Co. representative and visit the link below.
Retirement Plans: 401Ks & IRAs
Sweney Cartwright & Co. works with individual trust departments and outside investment counsel with the management of retirement plans. In addition, we provide our clients with IRAs and other retirement accounts through the Trustar Retirement Services and Mutual Fund Families. For more information, please call your Sweney Cartwright & Co. representative and follow the link below.
Operations for Customer Accounts
Sweney Cartwright & Co. has an on-site Operating & Financial department. We clear all transactions independently as a member of the Depository Trust Company and the National Securities Clearing Corporation. The efficiency of our back office support staff is a quality we prize and treasure. Inquires and problems are usually resolved within minutes. You will always get a prompt reply to a question or a problem. For more information, please call your Sweney Cartwright & Co. representative.
Other pertinent information:
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