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.