WHO WE SERVE

We manage approximately $1.4 billion of assets for our client base of high net worth families, trusts, pensions, endowments, foundations and institutions. We operate in 35 different states and 4 countries.  Our goal is to a gain a deep understanding of your overall financial situation, addressing cash flow, asset management, legacy planning, philanthropy goals, and tax review needs.

Advisory

Alternative Investments

Business Services

Capital Market Services

Education Planning

Estate Planning Strategies

Executive Services

Investment Planning 

Institutional Consulting

Investment Products

Retirement Planning

Syndicate

Tax-Sensitive Investing

Wealth Managment

 

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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.