Our Services

We offer individuals and businesses the following services:

 
Estate planning strategies - Helping to preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
 

Risk management strategies -

Review existing insurance policies. Recommending policy changes when appropriate. Working with multiple insurance carriers in order to help find the best policy for your needs.

Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.

Investments - Stifel Nicolaus' managed accounts programs offer investors the benefit of working with some of the industry's most experienced and respected portfolio managers. On a fee basis, you have access to portfolio managers designed to suit your individual investment style and objectives. You also receive investment strategy planning, quarterly performance reporting, and ongoing consultation.

Trust Services - Through our affiliate, Stifel Trust Company, N.A., we can provide you with the resources you need to help prepare and implement your wealth transfer plans through various trust structures. At the same time, we work to make available high-quality investment management of your assets. You can also have the added benefit of utilizing the professional expertise of our money management alternatives within your trust.

Corporate Executive Services - We develop and execute personalized investment plans in such areas as: 144 sales & lending, rule 10b5-1 plans, asset monetization, gifting, and stock option financing. For companies, we provide a range of services including: company-wide stock option financing programs, fixed income institutional services, retirement plans, and stock repurchase programs.