Managed Accounts for Independent Brokers

Whether your clients seek strategic or tactical asset allocation, or would benefit from a focused investment discipline, Century offers managed accounts consulting and access to advisory programs and the portfolios to meet retail, high net worth, or institutional requirements.

Consulting Services

Offering a complete range of unique fee-based programs and services, Stifel‘s Consulting Services Department can work with you to assist your clients in:

  • Establishing investment objectives
  • Determining the most appropriate fee-based program to meet asset allocation requirements
  • Selecting world-class money managers, mutual funds, or exchange traded funds to deliver an effective investment solution

Quarterly monitoring and detailed performance reports help you and your clients measure and evaluate your progress. In addition, the experienced Consulting Services marketing team can join you in the field to deliver compelling presentations and seminars. High-quality proposals provide a professional “finishing touch” that will help you satisfy even the most sophisticated investors.