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ETF & Closed End Fund Research Our primary purpose is to enhance our clients' financial performance by providing actionable ideas. Through Stifel Nicolaus, we can offer fixed-income and equity closed-end funds and ETF research. The Starr Group of Stifel Nicolaus provides thought-provoking, innovative ideas for our clients. Options Sign up for The MarketScan (Our daily options and market activity newsletter) The world of equity and index options can be a complicated one to navigate without the help of a financial professional. Investors often need direction through a complex maze of splits and spin-offs, varying and various expiration dates, multiple strike prices, and more. The Starr Group can help you make sense of it all. We work closely with our clients to provide the insight they need to help ensure the best advice and guidance. We also provide a service and strategy desk that allows suitable clients access to a potentially rewarding marketplace. Advanced strategies, such as straddles, hedge wrappers, married puts and ratio spreads can be confusing to the average investor. The Starr Group can help you determine your suitability and understand and implement various option strategies. Options are not suitable for all investors. There are risks involved in any option strategy. Individuals should not enter into option transactions until they have read and understood the option disclosure document titled "Characteristics and Risks of Standardized Options," which outlines the purposes and risks of option transactions. This booklet is available from your Stifel Nicolaus Financial Advisor or through the link below. Investors considering options should consult with a professional tax advisor regarding their particular situation. Click here to access www.theocc.com/publications/risks/riskchap1.jsp Professional Portfolio Management The Stifel Managed Assets Program (SMAP) is designed for investors seeking professional, individually managed accounts with an eye towards long-term results. SMAP provides access to a select group of some of the nation's leading professional portfolio managers, traditionally available only to large institutional investors with portfolios significantly greater than the SMAP $100,000 account minimum. Retirement Planning Whatever your retirement objectives, Stifel Nicolaus can help you design a program that will help make the most of your retirement assets. We work closely with both individual and corporate clients to create strategies designed to provide a unique approach to their needs. We offer self-directed Traditional, Rollover, and Roth IRAs. Our retirement professionals take the time to evaluate your financial situation, understand your goals, and create customized solutions to help you reach them. College Saving Children grow up fast - are you saving fast enough for their education? Whether you are putting money away for a child or grandchild, college will come around sooner than you think. That is why it is never too early to start thinking about education savings. Stifel Nicolaus can help you establish an effective college saving strategy that includes such planning vehicles as 529 College Savings Plans or UGMA/UTMA. Structured Investments Structured products are synthetic investment instruments designed to meet specific investor objectives that may not be met from the standardized financial instruments available in the market. Structured products may provide: · Principal protection (specific to certain structured investments) · Enhanced yield · Leveraged performance · Market access Structured products have been used as an alternative to a direct investment, as part of the asset allocation process to help reduce risk exposure of a portfolio, or to utilize the current market trend. Click here for more information on Structured Products
Managed Futures Alternative investments have been attracting a greater level of attention as a hedging strategy. The aim is to provide the investor with a return that is not directly correlated with the equity or bond markets. We at the Starrgroup have been paying particular attention to this strategy which may help to reduce the volatility of your portfolio, while enhancing your returns. |
Starr Group at Stifel Nicolaus |
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Use this calculator to estimate how much income and savings you may need in retirement. How much do you need to save each year to meet your long-term financial goals? Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. Estimate short-term and long-term federal capital gains taxes |
 About Us
July 04, 2009 @ 07:24 PM
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(1)This website has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security. (2)Representatives of a broker-dealer or investment advisor may only conduct business in a state if the representatives and the broker-dealer or investment advisor they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state: (b) are excluded or exempted from the state's licenser requirements. (3)Products and investment advisory services are offered through Stifel, Nicolaus & Company, Incorporated, member FINRA/SIPC/NYSE. |
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