A Custom Plan Deserves a Range of Services

Our Services

Our services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and issues surrounding estate planning. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term goals.

Wealth Planning

We understand that you have a unique set of circumstances that shape your financial goals and objectives. Our holistic approach to wealth planning leverages the knowledge and expertise of Stifel’s experienced professionals to address all aspects of your financial situation. The financial planning process provides you the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to meet your stated long-term financial goals.

Retirement Planning

Whether you are early in your career or actively contemplating retirement, a business owner or an individual, it’s never too late to put a plan of action into place. We can help you find the right plan and the right investments to help pursue your retirement goals.

Estate Planning

Estate planning encompasses more than the distribution of your estate to your heirs. It is a process designed to identify the best way to accumulate, preserve, and pass your wealth by implementing a plan to meet all of your objectives. A carefully prepared estate plan can help you address lifetime management issues and ensure you are financially prepared to meet with an estate planning attorney.

Investment Advisory Services

As an investor, you’re faced with an uncertain and volatile financial marketplace further complicated by the wide array of investment options available to you. You know that proper planning and discipline are important in working toward financial independence and security for your heirs, but developing a sound strategy and selecting and managing your investments yourself can be an arduous task. For investors who would like to free themselves from the need to continually monitor asset allocation and portfolios, we have access to a wide array of advisory programs designed to match your custom needs.

Insurance

We can provide you with a range of insurance services, including life insurance, long-term care insurance, and disability insurance. Stifel represents some of the most stable, trusted providers in the insurance industry, and we will work you to determine the types and amount of coverage that are most appropriate for you and your family.

Investment Banking

Our investment bank is a leader in the middle market, which gives us a unique perspective on emerging managers on our platform. We also engage with our investment banking group to help evaluate these entrepreneurial companies and participate in offerings when private direct investments are available. If your business is in need of capital to help fuel growth or assistance in realizing shareholder value, Stifel stands ready to provide you with the insight and expertise you require, along with a wide range of investment banking services.

Alternative Investments

We offer a deep, high-conviction roster of alternative investments, including hedge funds, private equity, long-only limited partnerships, exchange funds, and other options, backed by Stifel’s rigorous due diligence process and ongoing monitoring.

Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment.

Equity Sales & Trading

Our institutional equity sales and trading group is responsible for delivering Stifel’s broad spectrum of research, banking, corporate access, and other products to clients worldwide. We place particular emphasis on differentiated, research-driven products, and pride ourselves on offering high-caliber service. See www.stifelinstitutional.com/capabilities/equities/ to learn more.

Equity Research

Our Equity Research Group is comprised of high-caliber analysts, many with significant hands-on experience in their respective industries. We offer objective, in-depth analysis and timely, actionable research ideas on more than 2,000 global stocks across multiple sectors and geographies. See www.stifel.com/research for more information.