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. Starr Group of Stifel Nicolaus provides thought-provoking, innovative ideas for our clients.
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 Starr Group have been paying particular attention to this strategy, which may help to reduce the volatility of your portfolio while potentially enhancing your returns.
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 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.
Combinations of derivatives and financial instruments create structures that can offer significant risk/return and/or cost savings profiles that may not be otherwise achievable in the marketplace. Structured products are designed to provide investors with highly targeted investments tied to their specific risk profiles, return requirements, and market expectations.
Structured products are not suitable for all investors. Risks may include loss of principal or the possibility that at expiration the investor will own the referenced asset at a depressed price. Structured products often limit or cap upside participation in the referenced asset, particularly if some principal protection is offered or if the security pays an above-market rate of interest. They contain a derivative component whose profit and loss potential emulates an option contract, particularly those where principal invested is at risk from market movements in the referenced security. Even though structured products pay interest like debt securities, the potential loss of the principal for many such products may make them unsuitable for investors seeking alternatives to conventional debt securities
Each structured product can contain a different set of characteristics, risks, and rewards. Investors must understand the characteristics, risks, and rewards of each structured product as well as those of the referenced asset before making a decision to invest in the security. The Issuers reserve the right to withdraw, cancel, or modify any offering and to reject orders in whole or in part if deemed necessary.
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.
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.
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.
Exchange Traded Funds (ETFs) represent a share of all of the stocks in their respective index held in a trust. Therefore, ETFs are subject to market risk, including the possible loss of principal. The value of the portfolio will fluctuate with the value of the underlying securities. ETFs trade like a stock, and there will be brokerage commissions associated with buying and selling exchange traded funds unless trading occurs in a fee-based account.
Investors should consider an ETF’s investment objective, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other important information, is available from your Financial Advisor and should be read carefully before investing.
