Services We Offer Through Stifel

Combine Harvesters Harvesting Corn image, investment services, wealth planning, retirement planning, alternative investments, financial planning, education planning, charitable giving strategies, investing, financial advisors

Investment Planning
Working closely with you to guide your wealth and investments through the most challenging market cycles.

We offer:

  • Wealth management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Wealth management
Helping clients define an investment strategy tailored to their goals, then guiding informed investment choices from among our expansive investment platform across every market and asset class.

Financial planning
Regardless of what stage of life you’re in – moving ahead in your career, enjoying retirement, or somewhere in between – we work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life.

Traditional investments
Providing access to a broad array of quality, traditional investment options – including equities, fixed income, mutual funds, unit investment trust (UITs), exchange traded funds (ETFs), separately managed accounts, annuities, closed-end funds, and multi-asset programs.

Alternative Investments
Offering clients a diverse range of investment strategies that fall outside of the traditional, long-only purchase and sale of stocks and bonds, such as funds of funds, private equity, and managed futures.

Impact Investing
Helping clients uncover investment opportunities in companies, organizations, and funds focused on the goal of generating social and environmental change alongside a financial return.

Cash Management Services
Offering clients a comprehensive suite of cash management services to integrate their day-to-day liquidity needs with their long-term ambitions.


Family Wealth Planning
Creating customized wealth management strategies for the challenges that today’s families face.

We offer:

  • Education Planning
  • Long-Term Care Insurance
  • Trust Services
  • Estate Planning Strategies

Education Planning
Developing strategies for the many ways to save for a child’s education, including college savings plans, Coverdell Education Savings Accounts, and UGMA/UTMA.

Long-Term Care Insurance
Helping clients protect their retirement plans by identifying a variety of long-term care strategies that seek to provide security.

Trust Services
Helping pair appropriate third-party trustees with your clients’ trust accounts as well as assisting in selecting an appropriate advisory strategy for managing trust assets.

Estate Planning Strategies
Addressing the needs of your estate, from helping families implement state planning strategies, to legacy planning and gifting or assisting with family governance and wealth plan concerns.


Retirement Planning Strategies
Working with you to understand your life goals and develop a truly personalized wealth strategy today and for the years to come.

We offer:

  • 401(k) plans  
  • Individual Retirement Accounts (IRAs)
  • Retirement Income Strategies
  • Annuities

Retirement Income Strategies
Creating comprehensive, goals-based wealth management strategies that aim to provide a steady, stable income intended to last through your retirement years.

401(k) plans
Assisting clients with their retirement accounts by:

  • Reviewing if savings are invested appropriately
  • Tracking the performance of holdings
  • Providing new investment options

Individual Retirement Accounts (IRAs)
Helping clients implement a variety of retirement strategies to address financial needs as life evolves, markets and tax laws shift, and priorities change.

Providing access to a comprehensive suite of quality annuity products that help provide an income stream designed to last through your retirement.


Business Planning Strategies
Helping you manage key aspects of your business, such as ownership, liquidity, and developing opportunities.

We offer:

  • Business Planning
  • Retirement Plans
  • Corporate Pension Plans
  • Succession Planning

Business Planning
Focusing on the factors that make a difference in your business – from your perspective on ownership, control, and liquidity, to the key challenges and opportunities you may face.

Cash Management
With Stifel’s cash management services, our clients can effectively manage their assets from their brokerage account and checking account.  We can help review the strategies you have in place and, if appropriate, share alternatives to consider.

Retirement and Benefits
Helping businesses review employee benefits, including retirement, stock incentive plans, nonqualified deferred-compensation plans, and employee-retention strategies.

Succession and Exit Planning
Planning ahead is vital as you look toward the next chapter of your business’s history. Whether selling a business – in whole or in part – or passing one on, we can help craft a variety of different exit strategies.


Charitable Giving Strategies 
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

We offer:

  • Endowments
  • Foundations
  • Donor-Advised Funds (DAFs)
  • Impact Investing

Philanthropic Strategy
Assisting with defining philanthropic goals, articulating your mission, evaluating potential charities, and utilizing a variety of trusts, charitable vehicles, and wealth management tools.

Foundation Administration
Offering a broad range of services designed to help nonprofit organizations (ranging from family foundations to some of the nation’s largest nonprofits) refine and implement their strategies.

Trusts and Charitable Vehicles
Helping clients understand how to use a variety of financial management tools for philanthropic strategies, such as charitable remainder trusts, donor-advised funds, and charitable gift annuities.

Impact Investing
Helping clients uncover investment opportunities in companies, organizations, and funds focused on the goal of generating social and environmental change alongside a financial return.


Stifel does not provide legal or tax advice.You should consult with your legal and tax advisors regarding your particular situation.

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Stifel Trust Companies do not provide legal or tax advice.