Every investor is different. Our process begins with getting to know you and what matters most to you. Having a solid understanding of what you hope to achieve enables us to create personalized investment plans that align with not only with your investment goals, but with your values and philosophies as well.
Your needs are our first priority. Our clients receive timely, honest answers to questions and complete information about fees and associated risks.
Our team combines more than 80 years of providing highly customized financial guidance. We’ve built our practice by developing wealth management strategies based on solid values and modern-day insights. Through the Stifel Solutions Program, we manage assets on a discretionary basis using a pre-screened investment approach. This enables us to quickly react to market conditions when implementing our Solutions Program clients’ investment strategies. The result is customized investment management, with strategies tailored to our clients’ specific needs or objectives. The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
