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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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Mutual Funds

Mutual Funds

Stifel can take the legwork–and guesswork–out of the mutual fund selection process by providing the research and knowledge needed to navigate the thousands of choices available.

Mutual funds offer:

  • Professional Management - For a relatively small investment, you gain access to professional portfolio managers, who choose and monitor investments that match the fund's objectives.
  • Diversification - Mutual funds typically invest in many securities, helping to reduce the effect of loss in any one particular security.
  • Convenience - With systematic investment and withdrawal plans, you can establish a convenient and automatic plan to invest or withdraw a fixed amount in a particular fund at regular intervals to match your particular needs.

Stifel offers over 250 fund families encompassing thousands of different mutual funds. We can assist you in selecting the most appropriate mutual funds from a wide universe of fund families and types, helping to explain the pricing alternatives for various time horizons, costs and expenses that vary by fund, and ability to obtain discounts for larger investments. Contact a Stifel Financial Advisor to learn more.

Important Disclosures