Developing a disciplined investment strategy involves looking beyond short-term events and focusing on long-term potential returns.  That’s why we take a risk-averse approach to investing, allocating your investments, and designing a personalized plan that suits your goals.

As we assist you in allocating your investments, we typically look toward 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 have periodic review discussions with you and, with your consent, adjust your allocation when appropriate.

Asset allocation does not ensure a profit or protect against loss.

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-lasting relationship with you and your family.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.