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The Stifel Solutions Program is designed for investors looking for the convenience of individualized investment management services offered directly through their trusted Stifel Financial Advisor.
In this program, approved Stifel Financial Advisors manage your assets on a discretionary basis through the consistent application of a pre-screened investment process that may use a variety of investment styles, from conservative to aggressive. Advisors in this program must meet the strict criteria of Stifel's Investment Review Committee before receiving authorization to personally manage your investments. Once approved, the advisor must adhere to specific program parameters that help ensure portfolio diversification.
All investment decisions in a Solutions account are made by the Stifel Financial Advisor on your behalf without receiving prior approval, allowing us to react quickly to market conditions in order to execute the investment strategy. As such, it is extremely important that you understand your advisor's investment philosophy and decision-making process before entrusting him or her with your portfolio.
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.
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.