The Investment Philosophy of Stifel Trust:
Diverse, viable, and prudent investment solutions.
Your Stifel Investment Officer will:
- Consider overall objective and the needs of the current and future beneficiaries of each trust
- Understand governing trust document
- Seek broad diversification
- Develop a strategic asset allocation
- Help manage risk on behalf of clients
- Offer a broad array of investment strategies
- Seek to provide consistent and acceptable competitive return over time
- Engage in long-term relationships with clients
Your Stifel Financial Advisor and Trust Investment Officer work in concert with you in managing the investments to meet the needs of the beneficiaries and the directives of the trust.
For more information on Stifel Trust and investing options for Trust Accounts, please contact your Stifel Financial Advisor.