Wealth Management Tailored for You
At Stifel, we provide our clients with access to the resources and capabilities of an industry-leading global firm, combining investment insight with robust research. Our in-depth product offering allows us to address all aspects of your complex lifetime goals.
We understand and work closely with a variety of high-net-worth and institutional clients, including professional athletes, entertainers, family-focused offices, and middle-market institutions. Our overriding goal is to help you manage, mitigate risk to, and grow your wealth over the long term. Our approach is simple: understand your needs, agree on goals, and establish agreed-upon implementation approaches.
With offices in both New York City and Miami, we welcome the opportunity to work with you and show you our commitment to serving our clients.
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Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Potomac PerspectivesPotomac Perspective by Stifel Chief Washington Policy Strategist, Brian Gardner, provides timely insight and analysis into political, legislative, and regulatory developments.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Sight|Lines VideoSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
Market Perspectives QuarterlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame
Whitepaper
Market Perspectives MonthlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
Whitepaper
Market Perspectives WeeklyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
Whitepaper
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper