Equities

Commonly referred to as stocks, equities are securities that represent ownership in a corporation. Individuals look to invest in equities for a number of reasons, which may include long-term growth and income as well as portfolio diversification. As with any type of investment vehicle, investors need to take into account their tolerance for risk. This is where the seasoned financial advisors at Jeffrey Matthews excel.

Since our inception, our advisors have helped customers navigate all types of market conditions. It is this firsthand knowledge and experience that enables us to work hand-in-hand with our clients, helping develop strategies to meet their specific short- and long- term investment goals.

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CATEGORIES OF EQUITIES*

Common Stock
Stocks are a type of security that gives investors a share of ownership in a company. There are two main kinds of stocks: common stock and preferred stock. Common stock entitles owners to vote at shareholder meetings and receive dividends. They are the last class of investor to receive payments in the case of bankruptcy.
Exchange-Traded Funds (ETFs)
ETFs are a type of exchange-traded investment product that must register with the SEC under the 1940 Act as either an open-end investment company (generally known as “funds”) or a unit investment trust. Like mutual funds, ETFs offer investors a way to pool their money in a fund that makes investments in stocks, bonds, or other assets and, in return, to receive an interest in that investment pool. Unlike mutual funds, however, ETF shares are traded on a national stock exchange and at market prices that may or may not be the same as the net asset value of the shares.
Master Limited Partnerships (MLPs)
A master limited partnership (MLP) is a limited partnership that is publicly traded on a securities exchange. It combines the tax benefits of a limited partnership with the liquidity of publicly traded securities.
Preferred Stock
Like common stocks, preferred stocks are a type of security that gives investors a share of ownership of a company. Preferred investors usually don’t have voting rights, but they receive dividend payments before common investors do, and have priority over common investors if the company goes bankrupt and its assets are liquidated.
Quarterly Income Preferred Securities (QIPS)
QIPS are an example of hybrid securities, combining features of preferred stock and corporate bonds. Hybrids can pay a higher rate of return than preferred stock because dividends are paid with pretax dollars and, therefore, they generate a sizable tax break for corporations.
Real Estate Investment Trusts (REITS)
Real estate investment trusts (“REITs”) allow individuals to invest in large-scale, income-producing real estate. A REIT is a company that owns and typically operates income-producing real estate or related assets. These may include office buildings, shopping malls, apartments, hotels, resorts, self-storage facilities, warehouses, and mortgages or loans. Unlike other real estate companies, a REIT does not develop real estate properties to resell them. Instead, a REIT buys and develops properties primarily to operate them as part of its own investment portfolio.

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Registrations
Jeffrey Matthews is registered to conduct business in 45 states and the District of Columbia. We can only provide securities products in these jurisdictions. If you live in a state where we are not registered, please contact us to request to register in your state.
For a list of states where we are currently registered click here.

*Information reproduced or adapted from the U.S. Securities and Exchange Commission (SEC), NYSE EURONEXT, and www.investopedia.com.