Our investment approach is primarily fee-based advisory services.   Stifel’s advisory programs let you determine how involved you want to be in managing your portfolio on a daily basis.  We offer a wide array of discretionary advisory programs for those looking to outsource the management of their investment portfolio.  For more hands-on investors, Stifel has a number of non-discretionary options as well. 

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.

We aim to mitigate risk through asset allocation and diversification while also looking for sectors that should be making more money right now.  Our discipline is 70% risk mitigated and 30% opportunistic.

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