Services Through Stifel


Estate/Wealth Management Services                                    

  • Portfolio Review  We provide a complete analysis of your investments and help develop a plan designed to suit your objectives and risk tolerance to help you pursue your goals. 
  • Estate Planning Analysis  We will work with your attorney to review current wills, trusts, property titling, gifting strategies, charitable bequests, and other planning techniques. This includes long-term care analysis and college funding strategies.
  • Insurance Review and Analysis  We will review your life insurance and disability income policies to provide a concise look at the benefits to you and your family.  We will help make sure that the beneficiary designations are properly drafted and that the ownership of the contracts is tax-efficient. 
  • Retirement Plan Analysis  By studying your accumulation and distribution strategies, we can assist in developing a plan to help maximize your current assets and tax deferrals while minimizing potential estate taxes and costs to your heirs.  We specialize in deferred compensation and defined benefit plans which can greatly increase our clients' allowable pretax contribution to qualified retirement plans.
  • Goal Funding Analysis  Whether you are planning for a big event, funding a loved one’s college education, or investing to pursue a lifelong dream – we will work with you to develop a plan of action that will help you pursue your goals.

   Investment Banking Services                                             

  • Investment Banking  Raises equity and debt capital in the public and private markets, as well as structures and negotiates mergers, acquisitions, and divestitures for both privately held and public companies.
  • Fixed Income Sales & Trading  Offers a full spectrum of products and services spanning the areas of trading, research, and portfolio management.  

 Corporate Executive Services                                              

  • Stifel possesses the experience and expertise required to offer guidance and support to corporations and their executives as they face the varied, and often complicated, issues relating to employee ownership of their company's stock.  Stifel is equipped to handle such complex issues on both a corporate and an individual basis, such as Cashless Stock Option Exercises, Control & Restricted Stock Sales, Rule 10b5-1 Plans, and Lending on Control & Restricted Stock.