Our Approach

Conservative, focusing on growth and income

Developing a disciplined investment strategy means looking beyond short-term events and focusing on long-term potential returns.  That's why we take a conservative approach to investing, allocating your investments, and designing a personalized portfolio that suits your goals. 

As we help you allocate your investments, we typically recommend growth and income portfolios, which are appropriate for investors seeking a more balanced strategy.  We generally divide your investments between equities and fixed income securities in an effort to mitigate risk, while seeking to generate growth for the long term.  As the markets inevitably fluctuate, we will remain vigilant and, with your consent, adjust your allocation when appropriate. 

Comprehensive, focusing on more than just your investments

We are committed to getting to know where you are now, where you are headed, and where you want to be during retirement.  We seek to fully understand your unique investment needs and build a wealth management plan tailored to those needs.  We will also address your insurance, tax planning, estate planning issues, and retirement planning needs.* 

Building our practice upon a foundation of trust and mutual understanding, we strive to form a long-term relationship with you and your family.

* Stifel does not provide tax or legal advice. You should consult your tax or legal advisor regarding your particular situation.