Our team believes that there is not a one-size-fits-all approach to investing.  Rather, we look holistically for the right fit to every investor’s needs.  This includes not just what they are looking to accomplish, but how they may feel along the way.

We learned throughout our careers that no one truly knows what someone else is thinking.  You have to ask the right questions and keep current with each individual.  That way, we are able to stay on the same page with our clients and serve their needs as their lives change and evolve.  Our objective is to help our clients grow and mitigate risk to their wealth by understanding their goals and providing a clear and personalized investment strategy that focuses on their financial needs.

A high level of communication is key to staying abreast to the various financial events of our clients’ lives.  When we meet with our clients, we form conversations surrounding their investments, which tend to lead to conversations about their friends and family.  We seek to educate clients that while day-to-day moves can be extreme at times, it’s the monthly, quarterly, and yearly moves that provide the opportunity to add up in the long run.  We like to touch base at least once per quarter with updates and get clients’ current feelings about their investments, integrating Stifel’s current thought leaderships’ insights and research into our guidance..