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Home > Important Disclosures > Mutual Funds

Mutual Funds

Mutual Funds Disclosure

  • General overview of mutual funds
  • Understanding how Stifel and your Financial Advisor are compensated

Fund Families Available at Stifel

Interval Funds Disclosure

Other Compensation Received by Stifel

  • List of Mutual Fund Companies that have paid additional marketing support, service support, and/or operating support

Other Compensation Received by Stifel Independent Advisors

  • List of Mutual Fund Companies that have paid additional marketing support, service support, and/or operating support

Important Disclosures

Form CRS FINRA BrokerCheck

COPYRIGHT © 2025 STIFEL FINANCIAL CORP.
ALL RIGHTS RESERVED.

This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.

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