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BOB外围平台的故事×

BOB外围平台

Get your full financial picture and more with our all new application.



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BOB外围平台可以帮助你:

  • Pull all of your financial information into one singular, secure view
  • 创建个人资产负债表
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you’re invested in by accessing BOB外围平台’s nationally recognized research and investment insights
  • 观看视频了解更多
观看视频了解更多

BOB外围平台

After serving our clients well for more than 15 years, BOB外围平台 is headed toward retirement.

Its replacement – BOB外围平台 – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of BOB外围平台.

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资产
管理 资产
管理

无侧限思维线索
不断的发现. 自由的思考
导致持续的
发现.

资产管理

BOB外围平台’s asset management affiliates provide investment management and services to institutions and individuals over a variety of asset classes.

While backed by the extensive resources of BOB外围平台, these standalone asset managers operate independently, allowing them to focus on their unique individual strengths.

在一起, with common leadership and shared vision, our asset management affiliates offer investment management that can be tailored to any client need.

Click to learn more about BOB外围平台’s asset management affiliates.


Our asset management affiliates employ a diverse range of active equity, 固定收益, 资产配置, alternative investment strategies.

策略矩阵

活跃的股票 投资1919
法律顾问		 EQUITYCOMPASS 华盛顿
过顾问
大帽的核心 1919年投资顾问 offers Active Equity, 大帽的核心 EquityCompass offers Active Equity, 大帽的核心
大型股价值/
股票收入		 EquityCompass offers Active Equity, 股票收入 华盛顿穿越顾问 offers Active Equity, 股票收入
大型股增长 1919年投资顾问 offers Active Equity, 大型股增长 EquityCompass offers Active Equity, 大帽的核心
金融服务 1919年投资顾问 offers Active Equity, 金融服务
全球/国际股本 1919年投资顾问 offers Active Equity, 全球/国际股本 EquityCompass offers Active Equity, 全球/国际股本
所有的帽子 1919年投资顾问 offers Active Equity, 所有的帽子 EquityCompass offers Active Equity, 所有的帽子 华盛顿穿越顾问 offers Active Equity, 所有的帽子
对社会负责 1919年投资顾问 offers Active Equity, 对社会负责
固定收益
短时间内 华盛顿穿越顾问 offers Fixed Income, 短时间内
中间固定 1919年投资顾问 offers Fixed Income, 中间固定 华盛顿穿越顾问 offers Fixed Income, 中间固定
核心固定 1919年投资顾问 offers Fixed Income, 核心固定 华盛顿穿越顾问 offers Fixed Income, 核心固定
定制的 华盛顿穿越顾问 offers Fixed Income, 定制的
市政债券* 1919年投资顾问 offers Fixed Income, 市政债券 华盛顿穿越顾问 offers Fixed Income, 市政债券
对社会负责 1919年投资顾问 offers Fixed Income, 对社会负责
资产配置
股票/固定组合 1919年投资顾问 offers 资产 Allocation, 股票/固定组合 EquityCompass offers 资产 Allocation, 股票/固定组合 华盛顿穿越顾问 offers 资产 Allocation, 股票/固定组合
EquityCompass投资管理, LLC (EquityCompass) and Washing Crossing Advisors, LLC are wholly owned subsidiaries and affiliated SEC Registered Investment Advisers of BOB外围平台 Financial Corp. (“BOB外围平台”). 1919年投资顾问 consists of 1919年投资顾问 & 信托公司,.A. (“1919 IC&T”) and 1919年投资顾问, LLC (“1919ic”). 1919ic is an SEC Registered Investment Adviser and an indirect subsidiary of BOB外围平台. 1919 IC&T is an OCC-regulated national trust company that is a wholly owned subsidiary of BOB外围平台. 资产 Under 管理 represents the aggregate fair value of all discretionary assets. 资产s Under Advisement represent advisory-only assets where the firm provides a model portfolio and does not have trading authority over the assets.

个人

BOB外围平台 | Investment Services Since 1890

BOB外围平台 is a diversified global wealth management and investment banking company focused on building relationships that help individuals, 家庭, organizations pursue their financial goals.

The iconic image of the bull and bear shows the dedication and spirit of each member of our firm. We are individually and collectively committed to using the forces of the market to benefit our clients.

CRS形式 美国金融业监管局 BrokerCheck

COPYRIGHT © 2022 STIFEL FINANCIAL CORP.
保留所有权利.

This site is published in the United States for U.S. 居民只. The services offered within this site are available exclusively through our U.S. 财务顾问. BOB外围平台 财务顾问 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 征集 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, 征集, 购买, 或者销售是不合法的. References to BOB外围平台 herein may apply to parent company BOB外围平台 Financial Corp. or any of its wholly owned subsidiaries, including BOB外围平台, Nicolaus & 公司注册的成员 纽交所, 美国金融业监管局, SIPC.