Drawing upon our team's 35 years
of collective experience,

we use the following principles to develop strategies for each client:

 

To start, each client's investment plan is unique, and we seek to deliver
an investment strategy aligned with the client's life goals and objectives.


We tend to invest over the medium- to long-term, with short-term decisions
made by exploring risk management strategies and event-driven opportunities.


Our team works closely with our clients' tax and legal advisors
to help ensure the clients' goals are aligned on all fronts.


We utilize insurance strategies (life, disability, long-term care) as needed. 


These can be used for transfer of risk, estate planning strategies, and wealth accumulation.

 

 

 

 

 

Neither Stifel nor its associates provide tax or legal advice. 
You should consult with your tax or legal advisor regarding your particular situation.