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 allows you to construct a fully diversified portfolio, with a variety of products, using a single Stifel account.
Having a focused discussion with your Stifel Financial Advisor will help you to translate your personal preferences, financial goals, and investment objectives into a customized investment portfolio. Once the plan is created, your Financial Advisor will recommend the most appropriate investment allocation to guide your portfolio. Utilizing Stifel’s broad investment product platform, your Financial Advisor will assist you with choosing a mix of investment products to implement your Custom Advisory Portfolio. Over time, as your investment needs change, you can easily make adjustments to your CAP strategy to reflect the changing market environment or changes to your investment profile.
Stifel offers a wide range of investment managers, portfolios, and styles that may be included in your Custom Advisory Portfolio. Your Financial Advisor will assist you in assessing the suitability of each product and selecting the appropriate mix for your CAP strategy. Such investment managers and portfolios currently eligible for inclusion in CAP include discretionary strategies, mutual funds, and exchange traded funds.