
Navigating the Financial Universe, Together
As your dedicated team, we will work closely with you in navigating the world of investing. From assessing your investment profile to developing strategies to pursue your goals, we will walk with you every step of the way. We want to form a strong, equal-sided relationship. In doing so, we offer periodic review, portfolio performance reporting, and rebalancing, as appropriate, to ensure you are continually on track toward your goals.
At Stifel, we have access to the following products and services:
- Stocks
- Bonds
- Options
- Exchange Traded Funds (ETFs)
- Mutual Funds
- Initial public offerings (IPOs)
- Long-Term Care
- Life, Health, and Variable Insurance
- Annuities
- Financial and Wealth Planning
- Investment Advisory Services
- Stifel Trust
- Stifel Cash Management Accounts
In addition, Stifel offers the following ancillary services:
- Stifel Prestige Accounts
- Unlimited Check Writing
- VISA® Debit Card
- Online Access
- Stifel Advantage Accounts
- Awards Program
- Concierge Service
- Electronic Bill Payment
- VISA® Credit Card
- Increased Point-of-Sale and ATM Limits
- Rebates on ATM Fees
- Access to Stifel Pledged Asset Line of Credit Program
Stifel does not offer legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. 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, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.
Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Stifel Trust Companies do not provide legal or tax advice.