Investment Management at Stifel Trust

Each Stifel Trust client has an Investment Officer who is responsible for portfolio management and fiduciary oversight, including:

  • Building the investment portfolio
  • Review and monitoring of the underlying investment products
  • Rebalancing the portfolio as required
  • Investing deposits or raising cash as necessary for beneficiaries

The Investment Officers at Stifel Trust are backed by the experience, talent, and resources of Stifel; we leverage Stifel's investment programs, research, and due diligence. Stifel Trust delivers investment options in an open architecture platform that offer broad diversification and portfolios appropriate for the goals and risk tolerances specific to each trust.

Investment options include constructing a portfolio of:

All investment strategies are reviewed and approved by the Stifel Trust Investment Committee. How the portfolio is built will usually depend upon the assets and objectives of the trust.

Rebalancing may have tax consequences, which you should discuss with your tax advisor.

Important Disclosures

For more information on Stifel Trust and investing options for Trust Accounts, please contact your Stifel Financial Advisor.