Investment Approach

Holistic, Fee-Based, Tailored to Your Long-Term Needs

Taking a long-term, holistic approach to investing, we use asset allocation, diversification, and other time-tested risk mitigation techniques to address our clients' investment risk.

Rather than trying to “time the market” in the short term, we focus on developing long-term strategies tailored to your long-term needs.  To do this effectively, we seek to build strong relationships with our clients' tax, legal, and other professional advisors to gain a deeper insight into our clients' needs and goals.

Asset allocation and diversification do not ensure a profit or protect against loss.

While most of our accounts are fee-based 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.

Where we reasonably believe it to be in a client’s best interest, we recommend:

Advisory Services

For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, 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, available at www.stifel.com/CRS.

Non-Advisory Products (Brokerage Services)

For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.