Investment Planning
We work closely with you to guide your wealth and investments through the most challenging market cycles. We offer:
Wealth management
Helping clients define an investment strategy tailored to their goals, then guiding informed investment choices from among our expansive investment platform across every market and asset class.
Financial planning
Regardless of what stage of life you’re in – moving ahead in your career, enjoying retirement, or somewhere in between – we work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life.
Traditional investments
Providing access to a broad array of quality, traditional investment options – including equities, fixed income, mutual funds, unit investment trust (UITs), exchange traded funds (ETFs), separately managed accounts, annuities, closed-end funds, and multi-asset programs.
Alternative Investments
Offering clients a diverse range of investment strategies that fall outside of the traditional, long-only purchase and sale of stocks and bonds, such as funds of funds, private equity, and managed futures.
Cash Management and Lending Services
Offering clients a comprehensive suite of cash management and lending services to integrate their day-to-day liquidity needs with their long-term ambitions.
Asset allocation does not ensure a profit or protect against loss.
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies).
Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A. All are wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks or Stifel Trust Companies, are not guaranteed by Stifel Banks and Stifel Trust Companies, and are subject to investment risk, including possible loss of the principal. Neither Stifel Banks, Stifel Trust Companies, nor affiliated companies provide legal or tax advice.