We approach every relationship using Stifel’s disciplined, SIX-STEP customized investment process, which provides us the resources needed to help you in your quest to accumulate and preserve your capital and legacies through quality stocks, exchange traded funds (ETFs), government bonds, tax-advantaged municipal bonds, mutual funds, trusts, and cash equivalents.
This process helps provide an overview of your current situation, choices available, and what must be done to pursue your goals. The process involves gathering relevant financial information, determining financial goals, examining current financial status, and formulating a strategy or plan for how to work toward goals, given the current situation, future plans, and potential risks.
Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively 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. Neither Stifel Trust Companies nor affiliated companies provide legal or tax advice.