Who We Are

Nestlerode & Loy, Inc., founded in 1937, is a retail investment brokerage and advisory firm dealing in marketable securities for the individual investor. We are unique in offering investors several different services which many clients combine to meet their personal financial concerns. These include:

• Traditional Brokerage
• Discount Brokerage
• Investment Management
• Investment Consultation
• Publication Services

Traditional Brokerage

As Traditional Brokers, we offer the following products as a commissioned agent which includes but is not limited to:

• Mutual Funds
• Growth Funds
  • Balanced Funds
  • Income Funds
  • Municipal Bond Funds
  • International Funds
  • Global Funds
  • Money Market Funds
• Stocks
• Bonds
  • Coporate Bonds
  • Government Bonds
  • Municipal Bonds
• Annuities
• Certificates of Deposit
• Unit Trusts
• Closed End Funds

Traditional Brokerage page

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Discount Brokerage

As discount brokers through our subsidiary, Discount Brokerage of Pennsylvania, we offer discounted brokerage rates for stock transactions. Our transaction fee is 5.5 cents per share, plus $5 postage and handling. Our minimum commission is $55. Stocks must be DTC eligible securities. Please call our discount line for further information. Telephone: (814) 238-8100.

Discount Brokerage page

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Investment Management

We offer Investment Management on a continuous basis to investors who desire local management of their profiles. Our fees start at 1.5% of assets under management per year for accounts under $500,000. Brokerage is transacted at discount rates for such accounts and is placed at the discretion of the client. Complete accounting, tax reporting coordination and performance reporting are provided.

Investment Management page

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Investment Consultation

We offer limited Investment Consultation services at $250 per hour to institutional and wealthy individual investors. Our clients have included:

• U.S. Department of Justice
• Physicians Pension Plan
• Charities

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Publications Services

We provide economic and securities research to several publications which include or have included: State College The Magazine, Pennsylvania Business Central and Canton Independent Sentinel among others. These articles and columns comment on the securities industry, the economy, political economics, monetary policy, foreign investing, investment book reviews and other timely topics. We do not generally make specific investment recommendations in our published writings.

Investment Articles page

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