Discretionary Portfolio Management

Campus of the University of Tampa, Florida


Through Stifel's Solutions Program, we manage assets on a risk-adjusted, discretionary basis using a pre-screened investment approach.  This enables us to quickly react to market conditions when implementing our clients' investment strategies.  The result is customized investment management, with strategies tailored to our clients' specific needs and objectives.  We also have vast experience in analyzing and selecting other managers to help find and select best-in-class additions.