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.
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:
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.