You truly don’t know how an individual feels about risk until you experience the ups and downs of economic cycles together. During these times, investment outcomes are vulnerable and can affect your psyche – significant decisions made at extreme inflection points can have a material impact on your finances and lifestyle.
By combining both passive and active investment strategies, as well as taking into consideration your age and risk tolerance, we seek to find the best outcome-based strategy designed to help you pursue your goals. In order to build strong, trusting relationships, we must stay committed to your plan and work together. Investing is not always about what you own, it is also about what you avoid.
While most of our accounts are fee-based, discretionary relationships through advisory services, we also serve clients who prefer to remain transactional through brokerage services. We pride ourselves on employing a simple and easy-to-understand fee structure. You have a right to know exactly what you are paying and how it is computed.
Through Stifel, we offer:
Advisory Services For more details, including costs, please refer to Stifel’s
Form ADV Part 2A, Wrap Disclosure Brochure for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s
Form CRS.
Non-Advisory Products (Brokerage Services) For more details, including costs, please refer to Stifel’s
Relationship Guide and to Stifel’s
Form CRS.