Advisor Support
At Stifel, our financial advisors are the top priority. In fact, from the top down we consider advisors like you, our clients and we’re here to support you in any way we can.
Our industry-leading combination of people and platforms are in place to free up time in your day so you can focus on serving your clients…and winning new ones.
Technology
At Stifel, we invest in technology to help you strengthen client relationships and generate new business. Our technology was built to empower you, not replace you. We don’t have Stifel Edge, we’re not buying an E-trade, and we don’t believe in discount brokers, robo-advisors or anything built to take you out of the equation.
Marketing
Wait. We can do that here? At Stifel, you are the brand, and we’ve built a free, full service creative department to help you promote your business. Whether it’s a logo for a golf tournament that you needed yesterday, a personal brand built, or a custom digital marketing strategy, we’re with you every step of the way.
Client Services & Help Desk
Your transition is just the start of our relationship together. Our Service Desk is readily available to address your and your client’s most pressing needs. We don’t believe in phone trees or 1-800 numbers for you or your clients. It’s simple, we’re here to get you the answers you need when you need them.
Investment Strategy
Led by Chief Investment Officer Michael O’Keeffe, Stifel’s Investment Strategy team continuously assesses the global investing landscape and develops resulting conclusions. We’re excited to introduce Stifel Choice Portfolios, a lineup of portfolios giving you the flexibility to invest in a combination of portfolios to implement an asset allocation strategy that’s just right for your clients.
Research
Stifel’s Equity Research Group is a recognized leader with a deep and broad spectrum of coverage. Comprised of award-winning analysts, we offer objective, in-depth analysis and timely, actionable research ideas on more than 2,000 stocks across 15 sectors and geographies.
Women's Initiative Network
Women in the financial industry face many unique challenges, from balancing family life with career aspirations to finding female sponsors and mentors. At Stifel, we’re committed to helping our female associates address those issues head on through our Women’s Initiative Network.
Hear From Stifel Advisors
In 2018, The Heartland Group moved their wealth management practice to Stifel. Tune into their success story to find out what happens when you’re given the freedom to serve your clients, and the support to run your business.
Let’s Talk
Your only regret will be that
you didn’t do it sooner.