Our Investment Strategies


Depending on the complexity of your needs, our comprehensive investment strategies typically incorporate an investment plan centered on a diversified asset allocation strategy, a risk management program, a retirement plan, and an estate transfer plan. When necessary, and with your approval, we will work with your tax and legal advisors.

As a full service brokerage firm, Stifel offers clients:
  • Stocks
  • Bonds
  • Options
  • Mutual Funds
  • ETFs
  • IRAs 
  • Employer Sponsored Retirement Plans including 401(k)s, 403(b)s, Pensions, Profit Sharing, Simples and more
  • Unit Investment Trusts
  • Separately Managed Accounts with Professional Money Managers
  • Financial Planning
  • College Savings Plans
  • Life Insurance (Term, Universal, Variable and Whole Life)
  • Long-term Care Insurance
  • Annuities (Variable and Fixed)
  • FDIC Insured CDs
  • Government Securities
  • Cash Management Products including Checking, Credit, and Debit Cards

Stifel does not offer tax advice. Please consult with your tax advisor regarding your particular situation.

Diversification (or asset allocation) does not ensure a profit or protect against loss.