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Welcome to Stifel Capital Management

We are pleased to welcome clients and associates of Spring Mountain Capital’s Fixed Income Management to Stifel Capital Management.

Stifel Capital Management has acquired the Spring Mountain Capital Fixed Income Group, bringing together two teams that share a deep commitment to disciplined research, thoughtful portfolio construction, and a client‑first culture. This combination strengthens our fixed income platform and enhances the resources, technology, and investment expertise available to you.


What This Means for You


As part of Stifel Capital Management, you will continue to work with the trusted professionals who know your goals, preferences, and portfolios – now supported by Stifel, of one of the nation’s leading wealth and asset management firms, with 135-year history of helping clients manage investments.

You’ll benefit from:

  • Expanded research and analytics, powered by Stifel’s global platform
  • Enhanced operational support and client service
  • A broader suite of investment strategies, including taxable and tax‑advantaged solutions
  • The continuity of the same experienced portfolio managers you’ve relied on
Our mission remains the same: to deliver high‑quality fixed income management grounded in rigorous credit work, disciplined risk management, and long‑term performance.

About Stifel Capital Management

Stifel Capital Management is a dedicated investment management division within Stifel, focused on delivering institutional‑quality solutions for individuals, families, and organizations. Our fixed income capabilities span investment‑grade corporates, structured credit, municipals, opportunistic credit, and customized portfolios designed to meet unique client objectives.

Looking Ahead

We are excited about this next chapter and honored to continue earning your trust. Should you have any questions about the transition or your accounts, your existing portfolio team—and the broader Stifel Capital Management organization—are here to support you every step of the way.

Welcome to Stifel Capital Management. We look forward to helping you move confidently toward your financial future.

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Stifel Capital Management does not provide tax advice. You should consult with your tax advisor regarding your particular situation. Investing involves risk, including the possible loss of principal. Stifel Capital Management is a wholly owned subsidiary and affiliated SEC Registered Investment Adviser of Stifel Financial Corp. and an affiliate of Stifel, Nicolaus & Company, Incorporated. Registration with the SEC does not imply a certain level of skill or training.


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