A Look at Stifel Trust Services
Stifel Trust Services
Stifel Trust offers a full array of trust services for individuals and organizations. They serve as trustee or co-trustee, investment manager, or custodian for individuals and not-for-profits.
Stifel Trust can provide professional management and oversight for:
- Living and testamentary trusts
- Investment accounts and endowment funds
- Supplemental needs trusts
- Charitable trusts
- IRAs
- Other trust arrangements
The Stifel Trust Investment Philosophy
The Stifel Trust investment approach incorporates managed money and asset allocation strategies to help mitigate risk and work toward investment objectives.
Your trust’s investment portfolio may be comprised of:
- A mix of carefully selected mutual funds exchanged traded funds,
- Individual securities managed by professional managers, or
- A blend of mutual funds, exchange-traded funds, and professionally managed securities.
Your account’s size and objectives will determine which option is best suited to your trust.
White Glove Service
At many other firms, client service may come in the form of a call center. The level of support you receive may depend on which anonymous associate answers your phone call.
At Stifel, however, I am able to serve as your primary point of contact. I am backed by a dedicated Trust Officer and Investment Officer at Stifel Trust – specific professionals assigned to your account.
In effect, you will have three professionals working on your behalf. This proven service model enables Stifel Trust to deliver high-touch, “white glove” service.
Resources
Stifel Trust is backed by the experience, talent, and resources of Stifel, which is one of the nation’s largest wealth management firms. In managing trust assets, Stifel Trust leverages Stifel’s extensive asset allocation and investment programs. Stifel Trust also taps into Stifel’s broad research coverage, due diligence, and investment product oversight capabilities.
The result is a set of investment options that offers broad diversification coupled with the ability to tailor portfolios to the goals and risk tolerance of each trust.
Diversification and asset allocation do not ensure a profit or protect against loss.
Trust services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.
Neither Stifel, Stifel Trust Companies, nor affiliated companies provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
The investment return and principal value of funds will fluctuate; and an investor’s shares, when redeemed, may be worth more or less than their original cost. Mutual funds charge advisory fees and other internal expenses that are separate and distinct from the quarterly fees charged by Stifel Trust. ETFs trade like a stock and may trade for less than their net asset value. For a review of the fees, services, and disclosures associated with this portfolio, please refer to your copy of the Stifel Trust Disclosure Document.
Article provided by Robert Cleary, Senior Vice President/Investments, with Stifel, Nicolaus & Company, Incorporated member SIPC and New York Stock Exchange, who can be contacted in the New York Bryant office at (212) 847-6501.
