Our Approach

Our Approach vector of a clipboard with checkmarksWe deliver customized, client-centric guidance, sensitive to your individual needs and unique circumstances, such as tax efficiency, concentrated positions, and other portfolio constraints.

We believe in a balanced approach to investing and use multiple asset classes and management styles to help diversify portfolios and mitigate risk.  We believe preserving wealth is just as important as growing it. 

 

LEVERAGING STIFEL'S RESOURCES

We leverage Stifel's nearly 130 years of experience and have access to the firm's incredible intellectual capital, including our investment strategy group, wealth planning professionals, lending and trust affiliates, as well as structured investments and portfolio management teams.  We offer robust planning services that help clients connect their portfolio strategy with their goals. 

 

Diversification does not ensure a profit or protect against loss.
 
Lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks).  Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp.  Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries.  Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.
 
Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.  Stifel Trust Companies do not provide legal or tax advice.