Our Advisory Platform

Leveraging Stifel's Robust Resources

Along with our team's knowledge and capabilities, we leverage Stifel's nearly 130 years of experience and access its incredible intellectual capital to serve your vast and unique needs.  This includes our investment strategy and wealth planning professionals, trust affiliates, as well as structured investments and portfolio management teams.

 

A Disciplined Approach to Pursuing Your Goals

We offer a wide array of discretionary advisory programs for those looking to outsource the management of their investment portfolio.  For more hands-on investors, we have a number of non-discretionary options as well. 

Whichever option you choose, we can tailor a program to your needs with model or customized portfolios developed and monitored by experienced investment professionals, providing you with more consistent oversight.

The plan begins with a simple risk assessment and evolves from there. 

You'll receive:

  • A diversified investment plan
  • Ongoing monitoring and rebalancing managed by seasoned investment professionals
  • Quarterly reports to simplify performance tracking
  • No individual transaction costs – a quarterly fee is assessed based on the assets under management

 

Diversification does not ensure a profit or protect against loss.