Full-Service Approach

We first want to make sure the relationship is a good fit on both sides.  Because we view all our client relationships as long term, it is imperative we are consistently aligned in our approach. 


Our process involves:

  1. Understanding Your Wealth – Gaining an understanding of your current situation and setting realistic long-term goals

  2. Organizing Your Wealth – Taking into account your taxes, insurance and long-term care, estate planning issues, and more

  3. Understanding Your Risk Tolerance – Considering your age, investment time horizon, present and future financial condition, and your long-term investment goals

  4. Developing an Investment Plan – Defining an investment strategy tailored to your goals, then guiding you through your investment choices from among our expansive investment platform

  5. Implementing the Investment Plan – Discussing your short- and long-term goals and positioning your holdings to provide for your projected cash needs

  6. Reviewing, Analyzing, and Communicating Changes – Making updates to your plan, assessing your portfolio, making recommendations as needed, and discussing the outlook of the markets


Stifel does not provide legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.