Between the demands of leading your company and the complex nature of your personal finances, it’s only natural to want to ensure your assets are in order and working as hard as you do. We can help you develop a comprehensive, cohesive financial strategy that fits your unique needs and enables you to pursue both short- and long-term goals.

Corporate Cash Management Services

We offer a comprehensive suite of cash management services to integrate your day-to-day liquidity needs with your long-term ambitions. While great for the occasional payment, these solutions are also an attractive alternative to a traditional bank.

Business Succession Services

A well-crafted succession plan aims to benefit everybody involved – the departing owner, their family, the business, and the successor. However, organizing and effectively managing your personal and business affairs can be a daunting task when you are building, growing, and running an organization. That’s where we come in. Leveraging Stifel’s robust resources, our goal is to help business owners like you maximize enterprise value.

Retirement Plan Options

• 401(k) Plans
• SEP IRAs
• SIMPLE IRAs
• 403(b) Plans
• Money Purchase Plans
• Deferred Compensation Plans

Corporate Executive Services

We offer guidance and support to executives of publicly traded companies as they face the varied, and often complicated, issues relating to ownership of their company’s stock. Stifel is equipped to handle such complex issues as financing the exercise of stock options, financing the taxes due upon the vesting of restricted stock awards and restricted stock units, control and restricted stock transactions, and Rule 10b5-1 plans.

Investment Banking

Our investment bank is a leader in the middle market, which gives us a unique perspective on emerging managers on our platform. We also engage with our investment banking group to help evaluate these entrepreneurial companies and participate in offerings when private direct investments are available. If your business is in need of capital to help fuel growth or assistance in realizing shareholder value, Stifel stands ready to provide you with the insight and expertise you require, along with a wide range of investment banking services.

Consulting Services - Summit Program

The Stifel Summit Program allows us to serve clients who are seeking investment-related guidance for assets held at a custodian other than Stifel. Clients with assets held away from Stifel that may benefit from a Summit relationship include municipalities, endowments, foundations, Taft-Hartley programs, corporations, and high-net-worth individuals.