STONEX ADVISORS INC.

Overview

Stonex Advisors Inc. is a capital-allocating advisory firm that serves both individual and institutional clients, combining financial planning, portfolio management and insurance brokerage within its client service model. The firm runs discretionary and non-discretionary mandates, offers pension consulting and selection-of-other-adviser services, and conducts educational seminars. Stonex positions itself as an active ESG investor, incorporating environmental, social and governance considerations into manager selection and portfolio construction where appropriate. Investment activity tilts toward pooled public vehicles and manager-driven solutions rather than single-stock concentrated bets. The firm also operates as part of a broader set of industry affiliations that include broker-dealer and insurance relationships, which supports its use of annuities and insurance-based solutions alongside traditional advisory products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices