Asset Management

 

Little girl with painted hands and text,
 
 

Stifel’s asset management affiliates provide investment management and services to institutions and individuals over a variety of asset classes.

While backed by the extensive resources of Stifel, these standalone asset managers operate independently, allowing them to focus on their unique individual strengths.

Together, with common leadership and shared vision, our asset management affiliates offer investment management that can be tailored to any client need.

Click to learn more about Stifel’s asset management affiliates.

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Our asset management affiliates employ a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies.

 

Strategies Matrix


ACTIVE EQUITY

1919
INVESTMENT
COUNSEL

EQUITY
COMPASS
STRATEGIES

WASHINGTON
CROSSING ADVISORS

Large Cap Core

1919 Investment Counsel offers Active Equity, Large Cap Core

EquityCompass Strategies offers Active Equity, Large Cap Core

 

Large Cap Value/
Equity Income

 

EquityCompass Strategies offers Active Equity, Equity Income

Washington Crossing Advisors offers Active Equity, Equity Income

Large Cap Growth

1919 Investment Counsel offers Active Equity, Large Cap Growth

 

 

Technology Index

 

 

 

Financial Services

1919 Investment Counsel offers Active Equity, Financial Services

 

 

Mid Cap Core

 

 

 

Small Cap Core

 

 

 

Small Cap Growth

 

 

 

Global/International Equity

1919 Investment Counsel offers Active Equity, Global/International Equity

EquityCompass Strategies offers Active Equity, Global/International Equity

 

All Cap

1919 Investment Counsel offers Active Equity, All Cap

EquityCompass Strategies offers Active Equity, All Cap

Washington Crossing Advisors offers Active Equity, All Cap

Covered Call

 

 

 

Socially Responsible

1919 Investment Counsel offers Active Equity, Socially Responsible

EquityCompass Strategies offers Active Equity, Socially Responsible

 

FIXED INCOME

 

 

 

Enhanced Cash

 

 

 

Short Duration

 

 

 

Intermediate Fixed

1919 Investment Counsel offers Fixed Income, Intermediate Fixed

 

 

Core Fixed

1919 Investment Counsel offers Fixed Income, Core Fixed

 

Washington Crossing Advisors offers Fixed Income, Core Fixed

Customized

 

 

Washington Crossing Advisors offers Fixed Income, Customized

Tax-Responsive

 

 

 

Municipal Bond*

1919 Investment Counsel offers Fixed Income, Municipal Bond

 

 

Socially Responsible

1919 Investment Counsel offers Fixed Income, Socially Responsible

 

 

ASSET ALLOCATION

 

 

 

Equity/Fixed Combination

1919 Investment Counsel offers Asset Allocation, Equity/Fixed Combination

EquityCompass Strategies offers Asset Allocation, Equity/Fixed Combination

Washington Crossing Advisors offers Asset Allocation, Equity/Fixed Combination

ALTERNATIVES

 

 

 

Floating Rate

 

 

 

 

 

EquityCompass Strategies is a research and investment advisory unit of Choice Financial Partners, Inc. (“Choice”). Choice, Washington Crossing Advisors is a wholly owned subsidiary and affiliated SEC Registered Investment Adviser of Stifel Financial Corp. (“Stifel”).  1919 Investment Counsel consists of 1919 Investment Counsel & Trust Company, N.A. (“1919 IC&T”) and 1919 Investment Counsel, LLC (“1919ic”). 1919ic is an SEC Registered Investment Adviser and indirect subsidiary of Stifel. 1919 IC&T is an OCC-regulated national trust company that is a wholly owned subsidiary of Stifel.