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Stifel Wealth Tracker

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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
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Custom Advisory Portfolio Program
Multi-product allocation in a single advisory account

A simplified approach to implementing your holistic wealth plan. Unlike traditional investment advisory platforms that require piecing together investments across many accounts, Stifel’s Custom Advisory Portfolio (CAP) Program offers clients investment management services utilizing various investment products within a single account.

Having a focused discussion based on a client’s financial goals, investment objectives, and overall asset allocation, Financial Advisors either select for the Client, or recommend and assist the Client in selecting, eligible Investment Products. Utilizing Stifel’s broad investment product platform, you or your Financial Advisor will assist in choosing a mix of mutual funds, ETFs, and/or various Portfolios, including Portfolios that are also available in our Opportunity and/or Fundamentals Programs.

Over time, as your investment needs change, you or your Financial Advisor can easily make adjustments to your Custom Advisory Portfolio to reflect the changing market environment or investment profile as well as assessing the suitability of each product and selecting the appropriate mix for your Custom Advisory Portfolio. As described below, Clients determine their selection of either the Client-Directed option or the Financial Advisor-Directed option.

Client-Directed Custom Advisory Portfolio Option

In the Client-Directed CAP option, Clients must approve investment product recommendations prior to implementation.  Each Client-approved Investment Product will be segmented to a specific portion of the Client’s Custom Advisory Portfolio.

Client must select any investment products to be purchased from the list of eligible products approved for our Advisory platform.

Financial Advisor-Directed Custom Advisory Portfolio Option

The Financial Advisor-Directed CAP option offers discretionary account management by Stifel Financial Advisors who have gone through an approval process to participate in this option.

Clients’ Financial Advisors have discretion to select and allocate eligible investment products within the Client’s Custom Advisory Portfolio.