Our Approach
We deliver customized, client-centric guidance, sensitive to your individual needs and unique circumstances, such as tax efficiency, concentrated positions, and other portfolio constraints.
We believe in a balanced approach to investing and use multiple asset classes and investment styles to help diversify portfolios and mitigate risk. We believe preserving wealth is just as important as growing it.
LEVERAGING STIFEL’S RESOURCES
We leverage Stifel’s 135 years of experience and have access to the firm’s robust intellectual capital, including our investment strategy group, wealth planning professionals, lending and trust affiliates, as well as structured investments and portfolio management teams. We offer in-depth planning services that help clients connect their portfolio strategy with their goals.
Diversification does not ensure a profit or protect against loss.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies).
Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A. All are wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks or Stifel Trust Companies, are not guaranteed by Stifel Banks and Stifel Trust Companies, and are subject to investment risk, including possible loss of the principal. None of Stifel, Stifel Banks, Stifel Trust Companies, or affiliated companies provide legal or tax advice.