Check the background of this financial professional on brokercheck.finra.org/

An investment that may offers tax advantages

With the acquisition of Stone & Youngberg in 2011 and De La Rosa in 2014, Stifel is committed to bringing clients a robust new issue calendar and a large inventory.

Today, Stifel is the largest underwriter of municipal bonds both nationally and in California as measured by number of issues underwritten.1

For our new Issue calendar or information on any issues, please give our team a call at (866) 543-5108.


An industry leader …

Stifel plays a significant role in our nation's municipal bond market. Our prominent public finance team ranks among the top firms, underwriting bond issues of all types and sizes, including:

  • Neighborhood Improvement District Bonds
  • General Obligation Bonds
  • Tax Increment Financing Bonds
  • Revenue Bonds
  • Levee District Bonds
  • Industrial Development Bonds
  • Taxable Bonds
  • Leasehold Revenue Bonds
  • Certificates of Participation

Building Communities …

For our private, retail, and institutional clients who are in the market for purchasing bonds, we can offer them access to the unique investment opportunities created by our public finance group. In the past, our clients have been able to purchase municipal bonds from a number of transactions in which Stifel served as the managing underwriter.

Our investors have a variety of municipal bonds to choose from that offer varying maturities and provide income that is free of federal and, in some cases, state and local taxes.*


1 Source:  SDC, 2021, negotiated transactions ranked by number of issues

* Although income generated by most municipal bonds is exempt from federal taxes, any capital gains earned from the sale of bonds are subject to all federal and most state tax laws. Certain issues may be subject to state and alternative minimum taxes. When investing in bonds, it is important to note that as interest rates rise, bond prices will fall. Not all investments are suitable for everyone. You should consult with your legal, financial, and tax advisor prior to making any investments.