Belle Isle Fountain at night

Full-Service Approach

We first want to make sure the relationship is a good fit on both sides. We view all our client relationships as long term, so it is imperative we are consistently aligned in our approach. Our process involves: 
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Understanding Your Wealth

Gaining an understanding of your current situation and setting realistic long-term goals

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Organizing Your Wealth

Taking into account your tax planning, insurance and long-term care, estate planning issues, and more

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Understanding Your Risk Tolerance

Considering your age, investment time horizon, present and future financial condition, and your long-term investment goals

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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

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Implementing the Investment Plan

Discussing your short- and long-term goals and helping you position your holdings to provide for your projected cash needs

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Periodically Reviewing With You, Analyzing, and Discussing Changes

Making periodic updates to your plan, reviewing your portfolio with you, 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.