Why Choose Us?

Customized Client Services Begin With:


Disciplined Investment Planning

You can't predict an uncertain market, but you can plan for it.

The Group

  • Listens to learn client objectives, risk tolerances, expectations, investing preferences, and lifestyle goals
  • Identifies and evaluates the risk/reward balance and asset allocation appropriate for each client
  • Quantifies investment objectives and develops an investment plan
  • Implements client-specific strategies


Risk Management Strategies

This past decade has been one of the worst in Wall Street history.  With record deficits and renewed pressure on the dollar, we're likely to see higher inflation and more frequent, but milder, bear markets in the decade ahead.  Investors will need to have a disciplined, well-planned strategy for navigating what may seem like a roller coaster ride.  There has never been a more important time to address risk in your portfolio, and there's never been a better time to put our risk management strategies to work for you.



Our first and foremost concern is always for you - our client.  We will do everything within our means to ensure that you retain your trust and confidence in Stifel as your investment management firm.

Our growth is a direct result of the personal relationships we have with many of our clients, as they have introduced us to their family, friends, and business associates.  We also receive referrals from the professional advisors and advocates of our clients.  We believe this is a positive reflection of our unyielding drive to provide the highest quality advice and service and is a testament to the fact that we truly care about you and your family.