Asset Management
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 |
EQUITY |
WASHINGTON |
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Large Cap Core |
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Large Cap Value/ |
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Large Cap Growth |
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Technology Index |
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Financial Services |
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Mid Cap Core |
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Small Cap Core |
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Small Cap Growth |
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Global/International Equity |
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All Cap |
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Covered Call |
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Socially Responsible |
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FIXED INCOME |
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Enhanced Cash |
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Short Duration |
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Intermediate Fixed |
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Core Fixed |
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Customized |
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Tax-Responsive |
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Municipal Bond* |
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Socially Responsible |
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ASSET ALLOCATION |
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Equity/Fixed Combination |
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ALTERNATIVES |
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Floating Rate |
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EquityCompass Investment Management, LLC (“EquityCompass”) is a wholly owned subsidiary and affiliated SEC Registered Investment Adviser of Stifel Financial Corp. 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.