Stifel Trust Services
Administering a trust can be burdensome, difficult, or confusing. That's why many people use professional trust companies like Stifel Trust.
As part of the Stifel family, Stifel Trust embodies the firm's commitment to exceed client expectations. Our highly experienced team averages more than 20 years in the industry.
Our Services
Stifel Trust offers a full array of trust services for individuals and organizations. We serve as trustee or co-trustee, financial advisor, or custodian for individuals and not-for-profits. We can provide professional management and oversight for:
- Living and Testamentary Trusts
- Charitable Trusts
- Investment Accounts and Endowment Funds
- IRAs
- Custodial Accounts
- Life Insurance Trusts
- Supplemental Needs Trusts
- And Other Trust Arrangements
Resources
Stifel Trust is backed by the experience, talent, and resources of Stifel.
In managing trust assets, Stifel Trust uses Stifel's extensive asset allocation and investment programs. We also tap into Stifel's research, due diligence, and investment product oversight capabilities.
The result is a set of investments that offer broad diversification coupled with the ability to tailor portfolios to the goals and risk tolerance of each trust.
The Stifel Trust Investment Philosophy
Our 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;
- 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 comes in the form of a call center. The level of support you receive may depend on which anonymous worker answers your phone call.
At Stifel, however, your trusted Financial Advisor serves as your primary point of contact. He or she is backed by a dedicated Trust Officer and Investment Officer at Stifel Trust – specific professionals assigned to your account.
Financial Advisor | Trust Officer | Investment Officer
In effect, you will have three professionals working on your behalf. This proven service model enables us to deliver high-touch, “white glove” service.