Investment Services
Through Stifel financial planning resources, we will help you establish your financial goals and risk tolerance, and then we will work with you to develop a comprehensive financial plan designed to work toward those goals.
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 relationship. In doing so, we offer periodic reviews with you, where we will discuss portfolio performance reporting, any changes in your circumstances, asset allocation, and rebalancing, as appropriate, to help ensure you are continually on track toward your goals.
At Stifel, we have access to the following products and services:
- Common Stocks
- Bonds
- Options
- Public Offerings
- Exchange Traded Funds and Notes
- Mutual Funds
- Long-Term Care Insurance
- Disability Insurance (Individual and Group)
- Life Insurance (Individual and Business Policies)
- Annuities (Variable, Immediate, Fixed Indexed, and Fixed)
- Financial Planning
- Investment Advisory Programs
- Trust Services
- Cash Management Accounts
In addition, Stifel offers access to cash management and banking services, including:
- Check Writing
- Debit and Credit Cards
- Online/Mobile Access to Accounts
- Mobile Deposits
- Electronic Bill Payment
- Securities-Based Lending
Asset allocation does not ensure a profit or protect against loss. Rebalancing may have tax consequences, which you should discuss with your tax advisor.
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies).
Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A. All are wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. 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 or Stifel Trust Companies, are not guaranteed by Stifel Banks and Stifel Trust Companies, and are subject to investment risk, including possible loss of the principal. None of Stifel, Stifel Banks, Stifel Trust Companies, or affiliated companies provide legal or tax advice.
Understanding Stifel Pledged Asset (SPA) Loans:
Speak with your Financial Advisor about your risk tolerance level, market fluctuations, and specifically the potential risks associated with a Stifel Pledged Asset (SPA) Line of Credit.