Portfolio Investing Programs at Stifel Trust
Stifel Trust Mutual Fund Portfolios
These are actively managed portfolios that are invested in institutional or no-load shares of mutual funds or ETFs. The portfolios closely mirror those available through the Stifel Fundamentals Program and may be tailored to the unique needs of a trust.
Our investment approach incorporates managed money and asset allocation to help manage risk and meet a trust's investment objectives. This approach begins with the directives expressed in the governing trust document and the needs of the trust's current and future beneficiaries.
Stifel Trust Unified Portfolios
These are actively managed portfolios consisting of a combination of institutional or no-load shares of mutual funds, ETFs, and Separately Managed Accounts or other pooled investments. Each portfolio is tailored to the unique needs of the trust.
Stifel Trust Individual Securities Portfolios
These are actively managed portfolios invested predominately in multiple Separately Managed Accounts that may represent various investment strategies across several investment styles and asset classes. A portion of the portfolio may be allocated to mutual funds or ETFs as needed. Each portfolio is tailored to the unique needs of the trust.
For more information on Stifel Trust and investing options for Trust Accounts, please contact your Stifel Financial Advisor.