Toggle mobile login LOG IN MENU Home > Individuals > Investment Advisory Services Investment Advisory Services As an investor, you're faced with an uncertain and volatile financial marketplace further complicated by the wide array of investment options available to you. You know that proper planning and discipline are important in working toward financial independence and security for your heirs, but developing a sound strategy and selecting, monitoring, and managing your investments yourself can be an arduous task. For investors who would like to free themselves from the need to constantly monitor asset allocation and portfolios, Stifel Financial Advisors have access to a wide array of advisory programs designed to match a variety of client needs: Fundamentals Horizon Custom Advisory Portfolio Opportunity Solutions Summit Important Disclosures Individuals Investment Advisory Services Fundamentals Horizon Custom Advisory Portfolio Opportunity Solutions Summit Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals. The iconic image of the bull and bear shows the dedication and spirit of each member of our firm. We are individually and collectively committed to using the forces of the market to benefit our clients. Serving Clients Individuals & Families Institutions & Corporations Banking & Lending Cyber Security Financial Advisors Investors Research Asset Management Stifel Europe About Us Get to Know Stifel Annual Report Connect With Stifel Register for Account Access Client Login Stifel Mobile Careers Build Your Career Financial Advisors: Choose Stifel Campus Connection Benefits Map My Career Regulatory Links Important Disclosures Your Privacy FINRA BrokerCheck SEC Form ATS-N HIPAA Policy LIBOR Transition Use of Information Policy Business Continuity Sitemap Form CRS FINRA BrokerCheck COPYRIGHT © 2021 STIFEL FINANCIAL CORP. ALL RIGHTS RESERVED. This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.