A CUSTOMIZED PLAN DESERVES A RANGE OF SERVICES
Our Services
Our services cover all areas of wealth management, from investment and retirement planning to risk management and estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that aligns with their unique needs and helps 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 needs. 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 with the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to help you pursue your stated long-term financial goals.
Asset Management
Using Stifel’s planning capabilities, we’ll analyze your particular investing behaviors, individual preferences, and the asset classes that align with your risk tolerance and customized investment plan. Our asset management affiliates employ a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies.
Estate Planning
Estate planning encompasses more than the distribution of your estate to your heirs. It is a process designed to identify the best possible way to accumulate, preserve, and pass your wealth by implementing a plan that aligns with 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.
Cash Management
We offer a comprehensive suite of cash management services to integrate your day-to-day liquidity needs with your long-term ambitions. While great for the occasional payment, these solutions are also an attractive alternative to a traditional bank.
Corporate Executive Services
We offer guidance and support to executives of publicly traded companies as they face the varied, and often complicated, issues relating to ownership of their company’s stock. Stifel is equipped to handle such complex issues as financing the exercise of stock options, financing the taxes due upon the vesting of restricted stock awards and restricted stock units, control and restricted stock transactions, and Rule 10b5-1 plans.
Business Succession Services
A well-crafted succession plan aims to benefit everybody involved – the departing owner, their family, the business, and the successor. However, organizing and effectively managing your personal and business affairs can be a daunting task when you are building and running an organization. That’s where we come in. Leveraging Stifel’s robust resources, our goal is to help business owners like you maximize enterprise value.
Banking, Lending, and Trust Services
We take a collaborative approach to lending, cash management, and trust services to complete your full financial picture. Stifel Bank provides access to a variety of lending program to meet your ongoing liquidity needs. Stifel Trust can help pair you with appropriate third-party trustees for your trust accounts as well as assisting in selecting an appropriate advisory strategy for managing trust assets.
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.
Investment Banking
Stifel has a full-service investment bank with deep industry experience that serves as a strategic advisor to entrepreneurs, family-owned businesses, private equity groups, and leading public and private corporations in North America, Europe, Asia, Israel, and Latin America. The investment bank has more than 600 investment banking professionals ready to provide the insight and expertise you require. Our integrated approach allows us to deliver the full capabilities of Stifel’s institutional capital markets platform and retail brokerage network, which are among the most highly regarded in the industry.