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Stifel Wealth Tracker

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

Stifel Wealth Tracker can help you:

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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.

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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.

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