Skyline with Hisboro lighthouse.

Comprehensive services designed to address your needs

STIFEL TRUST COMPANIES

Stifel Trust can help pair you with appropriate third-party trustees for your trust accounts as well as assisting in selecting an appropriate advisory strategy for managing trust assets.

 

BUSINESS  PLANNING

We focus 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.

 

CORPORATE  RETIREMENT  PLANNING  AND  BENEFITS

We help businesses review employee benefits, including retirement, stock incentive plans, nonqualified deferred-compensation plans, and employee-retention strategies.

 

EDUCATION  PLANNING STRATEGIES

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

 

ESTATE  PLANNING STRATEGIES

We will work with your attorneys to address the needs of your estate, from helping families implement estate planning strategies, to legacy planning and gifting or assisting with family governance and wealth plan concerns.

 

CASH  MANAGEMENT 

We offer clients a comprehensive suite of cash management services to integrate their day-to-day liquidity needs with their long-term ambitions.

 

FINANCIAL  PLANNING

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

 

RISK  MANAGEMENT  STRATEGIES

We take strict measures to monitor investments closely and strive to earn the highest possible return given the amount of risk you are comfortable with.

 

INVESTMENT  BANKING

If your business is in need of capital to help fuel growth or assistance in realizing shareholder value, Stifel stands ready to provide you with the insight and expertise you require, along with a wide range of investment banking services.

 

FIXED  INCOME  STRATEGIES

With a deep understanding of bonds and fixed income investments, we can help you integrate these core investments into your plan using a disciplined process designed to help preserve your hard-earned wealth while striving to provide a steady cash flow today and into the future.

 

WEALTH MANAGEMENT

We pursue portfolio strategies that are modeled on those used by elite institutions to help us select a mix of asset classes that closely matches your individual preferences and appetite for risk.  This approach weighs your goals, time horizon, and tax implications to create a portfolio tailored to you.
 

RETIREMENT  INCOME  STRATEGIES

We create comprehensive, goals-based retirement income strategies that aim to provide a steady, stable income intended to last through your retirement years.

 

 

Investing involves risk and investors may incur a profit or a loss.  Asset allocation and diversification do not ensure a profit or protect against a loss. 

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