In the Stifel Solutions Program, approved Financial Advisors manage assets on a discretionary basis through the consistent application of a pre-screened investment process for clients who choose discretionary advisory services. This enables the Financial Advisor(s) to quickly react to volatile market conditions in order to execute the investment strategy.

For more information, contact Glen Ness at (425) 637-3626.

The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.