Stifel, Nicolaus & Company, Incorporated is a full-service investment advisory, banking, and brokerage firm established in 1890 and headquartered in St. Louis, Missouri. The company provides investment advisory, investment banking, trading, securities brokerage, and related financial services to individual investors, institutions, corporations, and municipalities.
Operating offices throughout the United States and the District of Columbia, Stifel Nicolaus is one of the largest investment banking firms in the nation and one of the largest full-service investment banks off Wall Street. Stifel Nicolaus is a wholly owned subsidiary of Stifel Financial Corp. Stifel Financial Corp.’s publicly traded stock is listed on the New York Stock Exchange under the symbol “SF.” It is also a member of the Securities Investor Protection Corporation (SIPC) and the New York Stock Exchange, Inc., as well as all principal exchanges, and the Financial Industry Regulatory Authority (FINRA).
As the trend for consolidation in the investment industry continues, many of Stifel’s competitors are merging into ever larger multi-national financial services providers. This evolution and progression of the industry has left many investors feeling neglected and disappointed. However, by focusing on each individual client, Stifel Nicolaus remains dedicated to preserving Herman Stifel’s credo of “safeguarding the money of others as if it were your own” and continuing to provide investors with personalized, committed service.
Founded in 1969 and located in Indianapolis, Indiana, the Knall/Cohen Group of Stifel Nicolaus provides investment advisory services for a national client base with more than $6 billion in assets under management.
Our team focuses on providing advice to and consulting substantial families in regard to their financial assets. Additionally, through Stifel Nicolaus, the Knall/Cohen Group consults with more than 50 foundations and endowments. We offer a breadth of investment products and services including, investment management for equities, taxable fixed income, municipal bonds, and cash management strategies. Additionally, we provide investment consulting services and performance reporting.
In preserving and accumulating our clients’ wealth, our role is to identify, calculate, and communicate risks through an overall value-based approach. That said, our focus is on the long term – not letting short-term volatility, performance, or trends deter from our long-term disciplines.
Although our conviction to remain patient and firm in our focus on the future may lead some to label us as contrarian investors, we do not claim to be otherwise. Rather, we embrace our reputation as a group that goes against the grain – after all, the surest way to achieve mediocrity is to follow the crowd.
There are no short-cuts in investing; it’s hard work and requires intellectual curiosity and a drive to compete every day. To us, investing is not a job or a career – it is our passion. And to further cultivate this passion we have built a strong network with industry thought leaders and some of the best investment managers in the world. With many years in the investment business, we have developed a “bank of knowledge” that can result in a fact or theme becoming an investment idea.
At the end of day, we seek to help generate and preserve wealth by using common sense and courage, a willingness to work hard, and a patient approach to investing. In short, we help our clients manage their wealth as we manage our own.