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:
Understanding Your Wealth
Gaining an understanding of your current situation and setting realistic long-term goals
Organizing Your Wealth
Taking into account your tax planning, insurance and long-term care, estate planning issues, and more
Understanding Your Risk Tolerance
Considering your age, investment time horizon, present and future financial condition, and your long-term investment goals
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
Implementing the Investment Plan
Discussing your short- and long-term goals and helping you position your holdings to provide for your projected cash needs
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.