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Stifel Wealth Tracker

For Stifel Access, click here
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Organize Your Financial Life

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing Stifel's nationally recognized research and investment insights
Sign Up Learn more at stifel.com/tracker
Wealth Tracker screenshot on mobile device
Learn more at stifel.com/tracker

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Stifel Wealth Tracker

Get your full financial picture and more with our all new application.



Sign Up for Wealth Tracker

Stifel Wealth Tracker can help you:

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you’re invested in by accessing Stifel’s nationally recognized research and investment insights
  • Watch Video to Learn More
Watch Video to Learn More

Stifel Access

After serving our clients well for more than 15 years, Stifel Access is headed toward retirement.

Its replacement – Stifel Wealth Tracker – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of Stifel Access.

Stifel Access Log In

Asset
Management Asset
Management

Unconfined thinking leads
to continual discovery. Unconfined thinking
leads to continual
discovery.

Asset Management

Stifel’s asset management affiliates provide investment management and services to institutions and individuals over a variety of asset classes.

While backed by the extensive resources of Stifel, these standalone asset managers operate independently, allowing them to focus on their unique individual strengths.

Together, with common leadership and shared vision, our asset management affiliates offer investment management that can be tailored to any client need.

Click to learn more about Stifel’s asset management affiliates.


Our asset management affiliates employ a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies.

Strategies Matrix

ACTIVE EQUITY 1919 INVESTMENT
COUNSEL		 EQUITYCOMPASS WASHINGTON
CROSSING ADVISORS
Large Cap Core 1919 Investment Counsel offers Active Equity, Large Cap Core EquityCompass offers Active Equity, Large Cap Core
Large Cap Value/
Equity Income		 EquityCompass offers Active Equity, Equity Income Washington Crossing Advisors offers Active Equity, Equity Income
Large Cap Growth 1919 Investment Counsel offers Active Equity, Large Cap Growth EquityCompass offers Active Equity, Large Cap Core
Financial Services 1919 Investment Counsel offers Active Equity, Financial Services
Global/International Equity 1919 Investment Counsel offers Active Equity, Global/International Equity EquityCompass offers Active Equity, Global/International Equity
All Cap 1919 Investment Counsel offers Active Equity, All Cap EquityCompass offers Active Equity, All Cap Washington Crossing Advisors offers Active Equity, All Cap
Socially Responsible 1919 Investment Counsel offers Active Equity, Socially Responsible
FIXED INCOME
Short Duration Washington Crossing Advisors offers Fixed Income, Short Duration
Intermediate Fixed 1919 Investment Counsel offers Fixed Income, Intermediate Fixed Washington Crossing Advisors offers Fixed Income, Intermediate Fixed
Core Fixed 1919 Investment Counsel offers Fixed Income, Core Fixed Washington Crossing Advisors offers Fixed Income, Core Fixed
Customized Washington Crossing Advisors offers Fixed Income, Customized
Municipal Bond* 1919 Investment Counsel offers Fixed Income, Municipal Bond Washington Crossing Advisors offers Fixed Income, Municipal Bond
Socially Responsible 1919 Investment Counsel offers Fixed Income, Socially Responsible
ASSET ALLOCATION
Equity/Fixed Combination 1919 Investment Counsel offers Asset Allocation, Equity/Fixed Combination EquityCompass offers Asset Allocation, Equity/Fixed Combination Washington Crossing Advisors offers Asset Allocation, Equity/Fixed Combination
EquityCompass Investment Management, LLC (EquityCompass) and Washing Crossing Advisors, LLC are wholly owned subsidiaries and affiliated SEC Registered Investment Advisers of Stifel Financial Corp. (“Stifel”). 1919 Investment Counsel consists of 1919 Investment Counsel & Trust Company, N.A. (“1919 IC&T”) and 1919 Investment Counsel, LLC (“1919ic”). 1919ic is an SEC Registered Investment Adviser and an indirect subsidiary of Stifel. 1919 IC&T is an OCC-regulated national trust company that is a wholly owned subsidiary of Stifel. Asset Under Management represents the aggregate fair value of all discretionary assets. Assets Under Advisement represent advisory-only assets where the firm provides a model portfolio and does not have trading authority over the assets.

Individuals

Stifel | Investment Services Since 1890

Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.

The iconic image of the bull and bear shows the dedication and spirit of each member of our firm. We are individually and collectively committed to using the forces of the market to benefit our clients.

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COPYRIGHT © 2024 STIFEL FINANCIAL CORP.
ALL RIGHTS RESERVED.

This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.