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Home > Individuals > Investment Advisory Services > Opportunity

Stifel Opportunity Program
Separately Managed Accounts

The Stifel Opportunity Program is an ideal solution for investors looking for discretionary portfolio management services, asset allocation advice, and continuous investment supervision.

With Opportunity, you and your Stifel Financial Advisor will establish an investment strategy based on your personal objectives, time horizon, and risk tolerance. Then, together you will choose a professional investment manager (or managers, depending on your needs) who will implement that strategy by selecting and monitoring a portfolio of individual securities for you.

In addition to the professional investment management, the benefits of Opportunity include:

  • Access to leading portfolio managers
  • Choice of a full range of investing styles
  • Individual portfolio management, allowing investment restrictions and tax efficiency
  • Detailed monthly statements
  • Access to performance reports
  • Year-end statement summarizing transactions, account activity, and capital gains/losses

Please review our Investment Advisory Program Disclosures which contain additional important information and links to documents, such as our Form CRS and Wrap Accounts Disclosure Brochure - Important Disclosures

Investment Advisory Services

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