At the Otten Financial Group
We provide comprehensive wealth management strategies, tailored to each client’s unique personal situation, allowing them to more fully focus on their personal and professional lives.
We work every day to earn and maintain our clients’ trust and confidence.
Our clients discuss their objectives and goals with us, and we do all that is possible to deserve their trust, and we value their business. Stifel’s principles, financial strength, service quality, and market leadership provide us with the tools to help our clients through good times and bad. Sit down and talk with us; we’ll show you how we believe Stifel can make a difference. A successful investment relationship must be focused on the needs and goals of the client. Our clients’ interests come first. By serving the client well, we may all succeed.
To our existing clients, thank you for your business and for the opportunity to work with you. To prospective clients, we hope that you find the website of interest, and we look forward to hearing from you soon!
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Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
NextGen Investor HandbookIntroducing the NextGen Investor Handbook, a practical and engaging resource designed to help recent grads and young professionals navigate life-changing financial decisions and milestones, including budgeting, saving, investing, and starting a family. Flip through the handbook and take the first step toward building your financial future!
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Potomac PerspectivesPotomac Perspective by Stifel Chief Washington Policy Strategist, Brian Gardner, provides timely insight and analysis into political, legislative, and regulatory developments.
Whitepaper
Retirement Plans QuarterlyThe Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.
Newsletter
Wealth Planning NewsletterThe Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.
Newsletter
Market Perspectives WeeklyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
Whitepaper
Market Perspectives MonthlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
Whitepaper
Market Perspectives QuarterlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame
Whitepaper
Favorite 15Favorite 15 is a monthly collection of charts on the key topics impacting markets, in the view of Investment Strategy.
Whitepaper
Allocation InsightsWealth management insights from Stifel’s CIO Office.
Whitepaper
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast