Asset
Management
Asset
Management

Unconfined thinking leads
to continual discovery.
Unconfined thinking
leads to continual
discovery.

Asset Management

Stifel’s asset management affiliates provide investment management and services to institutions and individuals over a variety of asset classes.

While backed by the extensive resources of Stifel, these standalone asset managers operate independently, allowing them to focus on their unique individual strengths.

Together, with common leadership and shared vision, our asset management affiliates offer investment management that can be tailored to any client need.

Click to learn more about Stifel’s asset management affiliates.


Our asset management affiliates employ a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies.

Strategies Matrix


ACTIVE EQUITY ZIEGLER CAPITAL
MANAGEMENT
1919 INVESTMENT
COUNSEL
EQUITY COMPASS
STRATEGIES
WASHINGTON
CROSSING ADVISORS
Large Cap Core Ziegler Capital Management offers Active Equity, Large Cap Core 1919 Investment Counsel offers Active Equity, Large Cap Core EquityCompass Strategies offers Active Equity, Large Cap Core
Large Cap Value/
Equity Income
Ziegler Capital Management offers Active Equity, Equity Income EquityCompass Strategies offers Active Equity, Equity Income Washington Crossing Advisors offers Active Equity, Equity Income
Large Cap Growth Ziegler Capital Management offers Active Equity, Large Cap Growth 1919 Investment Counsel offers Active Equity, Large Cap Growth
Technology Index Ziegler Capital Management offers Active Equity, Technology Index
Financial Services 1919 Investment Counsel offers Active Equity, Financial Services
Mid Cap Core Ziegler Capital Management offers Active Equity, Mid Cap Core
Small Cap Core Ziegler Capital Management offers Active Equity, Small Cap Core
Small Cap Growth Ziegler Capital Management offers Active Equity, Small Cap Growth
Global/International Equity 1919 Investment Counsel offers Active Equity, Global/International Equity EquityCompass Strategies offers Active Equity, Global/International Equity
All Cap 1919 Investment Counsel offers Active Equity, All Cap EquityCompass Strategies offers Active Equity, All Cap Washington Crossing Advisors offers Active Equity, All Cap
Covered Call Ziegler Capital Management offers Active Equity, Covered Call
Socially Responsible Ziegler Capital Management offers Active Equity, Socially Responsible 1919 Investment Counsel offers Active Equity, Socially Responsible EquityCompass Strategies offers Active Equity, Socially Responsible
FIXED INCOME
Enhanced Cash Ziegler Capital Management offers Fixed Income, Enhanced Cash
Short Duration Ziegler Capital Management offers Fixed Income, Short Duration
Intermediate Fixed Ziegler Capital Management offers Fixed Income, Intermediate Fixed 1919 Investment Counsel offers Fixed Income, Intermediate Fixed
Core Fixed Ziegler Capital Management offers Fixed Income, Core Fixed 1919 Investment Counsel offers Fixed Income, Core Fixed
Customized Ziegler Capital Management offers Fixed Income, Customized Washington Crossing Advisors offers Fixed Income, Customized
Tax-Responsive Ziegler Capital Management offers Fixed Income, Tax-Responsive
Municipal Bond* Ziegler Capital Management offers Fixed Income, Municipal Bond 1919 Investment Counsel offers Fixed Income, Municipal Bond
Socially Responsible 1919 Investment Counsel offers Fixed Income, Socially Responsible
ASSET ALLOCATION
Equity/Fixed Combination Ziegler Capital Management offers Asset Allocation, Equity/Fixed Combination 1919 Investment Counsel offers Asset Allocation, Equity/Fixed Combination EquityCompass Strategies offers Asset Allocation, Equity/Fixed Combination Washington Crossing Advisors offers Asset Allocation, Equity/Fixed Combination
ALTERNATIVES
Floating Rate Ziegler Capital Management offers Alternative Strategies, Strategic Income
EquityCompass Strategies is a research and investment advisory unit of Choice Financial Partners, Inc. (“Choice”). Choice, Washington Crossing Advisors, and Ziegler Capital Management, LLC (“ZCM”) are wholly owned subsidiaries and affiliated SEC Registered Investment Advisers of Stifel Financial Corp. (“Stifel”). 1919 Investment Counsel consists of 1919 Investment Counsel & Trust Company, N.A. (“1919 IC&T”) and 1919 Investment Counsel, LLC (“1919ic”). 1919ic is an SEC Registered Investment Adviser and indirect subsidiary of Stifel. 1919 IC&T is an OCC-regulated national trust company that is a wholly owned subsidiary of Stifel.