Stifel Consulting Services

Stifel's Consulting Services allow us to provide our clients with access to Managed Account Programs that are fee-based versus commission-based.  Stifel has wide array of asset management and advisory program choices.  For an overview of our Consulting Services Programs, click below.

Stifel Consulting Services Overview

Below is a brief description of just three of the programs our clients participate in.  For a detailed description of the programs, click on the name of the program.            . 

Stifel Horizon  The Horizon program is a non-discretionary program designed for investors looking for the benefits of disciplined investment advice from their Financial Advisor, while maintaining ultimate control over their specific investment decisions.

Stifel Solutions The Stifel Solutions Program is designed especially for individuals looking for the convenience of individualized investment management services offered directly through their trusted Stifel Financial Advisor.  In the Solutions program, approved Financial Advisors manage their client's assets on a discretionary basis through the consistent application of a pre-screened investment process.

Stifel Fundamentals  The Stifel Fundamentals Program is an open-end mutual fund and exchange traded fund advisory wrap program.  With Fundamentals, clients can choose to give Stifel trading authority ("discretionary") or they can they can retain control ("non-discretionary") over the day-to-day portfolio management decisions in the account.

 

The fee-based programs available through the Stifel Consulting Services Group require a minimum investment which varies by program. There are special considerations with international investing, including the risk of currency fluctuations and political and economic events. When investing in bonds, it is important to note that as interest rates rise, bond prices will fall. Ask your Stifel Financial Advisor for a Disclosure Brochure which outlines the fees, services, exclusions, and disclosures associated with the programs. You should consider all terms and conditions before deciding whether fee-based investing is appropriate for your needs.