England Finance

Jun 25 2017

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Stifel’s Asset Management Division, comprised of several affiliated stand-alone asset managers, provides investment management and services to institutions and individuals over a breadth of asset classes. Our mission: to provide an exceptional client experience across all of our affiliates.

Our clients benefit from our affiliates being part of a world-class financial institution with tremendous resources while at the same time maintaining the independence that allows each manager to focus on its proven strengths. Together as a group, with common leadership and business vision, we provide the next generation of investment management that can be catered to address any client need.

Investment Strategies*

  • Active Equity
  • Fixed Income
  • Asset Allocation
  • Alternatives

Investment Vehicles

  • Separate Accounts
  • Managed Accounts
  • Institutional and Retail Mutual Funds
  • Exchange Traded Funds (ETFs)

Affiliates

* Investment strategies provided by the firms discussed herein.

EquityCompass Strategies is a research and investment advisory unit of Choice Financial Partners, Inc. (“Choice”). Choice and Ziegler Capital Management, LLC (“ZCM”) are wholly-owned subsidiaries and affiliated SEC Registered Investment Advisers of Stifel Financial Corp. (“Stifel”). 1919 Investment Counsel consists of 1919 Investment Counsel & Trust Company, N.A. (“1919 IC 2017 Stifel Financial Corp. All rights reserved.


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