Investment Selection


Desk with notepad, pens and glasses.


With so many investment vehicles available to you today, it can be difficult to choose the right option for your situation.

Backed by Stifel's nationally recognized research, our team can narrow down these options into an investment strategy that seeks to maximize your opportunities for future success.


While there are hundreds of considerations to balance when creating an investment strategy, we will go over your:

Goals – It is often wise to leverage different savings vehicles for various savings goals.

Time Horizon – Savings for a short-term goal will be structured differently than for a goal that is decades in the future.

Risk Tolerance – We value the importance of you being comfortable with your plan.

Tax Efficiency – We implement tax-efficient investment strategies in an effort to improve long-term investment returns.

Cash Flow Needs – Liquidity of your investments is an important consideration.

Correlation – We will calculate how your various investments work together in seeking to generate investment return and mitigate risk.  We will also study correlation to your other assets.


We employ a disciplined review process when selecting investment managers, including investment cost, manager tenure, strength and stability of the investment firm, long-term performance record versus an appropriate benchmark and peer group, historical volatility of the investment manager, stated process and philosophy, and historical returns.


Stifel does not provide legal or tax advice.  You should consult with your legal or tax professional regarding your particular situation.