Stifel, Nicolaus & Company, Incorporated

Stifel, Nicolaus & Company, Incorporated is a full-service wealth management and investment banking firm that provides discretionary and non-discretionary investment advisory services, portfolio management, asset allocation, and brokerage services. Stifel serves a diverse clientele, including individuals, corporations, trusts, estates, charitable organizations, and retirement plans. Through various programs—such as wrap fee programs, the Vantage Program, and the Summit Program—Stifel helps clients invest in equities, fixed income securities, mutual funds, exchange-traded products, alternative investments, and private funds. Stifel acts as an investment adviser and fiduciary for its advisory programs, assisting clients with long-term investment strategies tailored to their specific financial goals and risk tolerances.