![]() Learn More About Stifel 1890 The Year We Were Founded and were still going strong. 7 in terms of number of financial advisors. We personalize strategies, and our clients appreciate our collaborative approach to investing. Since our founding in 1890, Stifel has grown to become one of the nations largest wealth management firms, ranking No. We work closely with our clients and are committed to delivering their priorities – asset preservation, cash flow generation, and tax efficiency. We are in the business of fixed income and are flexible working with clients in the way that they want to face us, on an advisory or transactional basis, or both. Our client roster includes wealthy individuals, sophisticated family offices, successful entrepreneurs, real estate owners, corporations, municipalities, insurance companies, foundations, private equity and hedge fund general partners, and Wall Street professionals. We utilize the extensive resources of Stifel, including a state-of-the-art portfolio management systems, comprehensive research capabilities, risk management oversight, trade execution and reporting. This happens if you navigate to the page by clicking on an Asset Type elsewhere in the app. An Asset Type Filter may be pre-applied to the Holdings Page when you get there. You can disable a filter by click the 'X' next to it, or clear all filters at once in the Filter Dropdown. Our team of experienced fixed income professionals operates as a boutique within Stifel, offering clients direct interaction with the professionals who manage their money. If a filter is in effect, it will appear beside the Filters Button. We don't mass produce “cookie-cutter” portfolios. We work with clients and advisors to create customized strategies for specific mandates across U.S. We are committed to discovering opportunities in all market environments and employ an analytical approach to the markets, risk management, and portfolio construction. Our institutional backgrounds in research, trading, investment strategy, portfolio construction, and fixed income asset management give us our broad base of knowledge. Harnessing the experience of working through multiple investment cycles over more than three decades, we specialize in fixed income analysis, advice, execution, and portfolio management. ![]()
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