Our Philosophy

Your best interests are at the core of our practice.

We believe in safeguarding your assets as if they are our own and keeping you informed as we discover your tolerance for risk within the markets.  As strong advocates of portfolio diversification, we generally recommend you invest less than 5% of your assets into any single company.

 

Practicing a Multigenerational Approach

We believe investment planning is most effective when the whole family is considered – including future generations.  That's why we develop comprehensive plans that address your estate planning, trust, retirement planning, and wealth transfer needs.

 

Addressing Your Complex Needs

We believe you are the CEO of your investments, and we are a part of your “board of directors,” along with your tax and legal advisors.  We work diligently to help ensure you have the appropriate professionals in place to serve your complex needs.

 

Diversification does not ensure a profit or protect against loss. Stifel does not provide tax or legal advice. You should consult with your tax or legal advisor regarding your particular situation. 
 
Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.  Stifel Trust Companies do not provide legal or tax advice.