Non-Discretionary Advisory Accounts
Combining the advice and personal attention of a Stifel Financial Advisor with the resources of our nationally recognized research franchise, the Horizon program is designed for clients who want the benefit of disciplined investment advice while maintaining ultimate control over their specific investment decisions.
Your Stifel Financial Advisor will assist you with the completion of a comprehensive investment questionnaire that will help determine your risk tolerance, time horizon, and return expectations. This will allow us to gain a better understanding of your investment goals and priorities in order to analyze your current situation. Together, you and your Stifel Financial Advisor will determine a suitable investment style and risk profile, and structure an appropriate strategy. We will work with you to develop a customized investment strategy to address your personal needs and help you evaluate and select from a broad range of investment options. In addition, you will have account reviews and other discussions with your Stifel Financial Advisor to evaluate your portfolio on an ongoing basis. An annual fee based on assets under management covers personalized advice, transactions, reporting, and account fees.