Through Stifel’s Solutions Program, we manage assets on a risk-adjusted, discretionary basis using a pre-screened investment approach.  This enables us to quickly react to market conditions when implementing our clients’ investment strategies.  The result is customized investment management, with strategies tailored to our clients’ specific needs and objectives.  We also have vast experience in analyzing and selecting other managers to help find and select best-in-class additions.  As an overall approach, we use tactical money management, utilizing advanced options, in an effort to generate income and create downside protection to our portfolios.

The Solutions program requires a minimum investment, which varies by strategy, and has an annual asset-based fee, assessed quarterly, that covers costs, including trade execution, custody, and performance reporting. There may be other costs associated with the Stifel Solutions Program, including but not limited to: exchange fees, transfer fees, interest expense, trade surcharges, and closing costs. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. You should consider all terms and conditions before deciding whether the Solutions Program is appropriate for your needs. Investing involves risk, including the possible loss of principal.