With more than $1 billion entrusted to our oversight by our clients, we take special care in helping you manage your assets.  One of the cornerstones of our investment philosophy is to help create strategies designed to help preserve wealth and mitigate risk.  This has been the result of both our more than 60 years of combined experience in the industry, as well as the notion that our average client has typically amassed a sizeable net worth they would be unable to replace easily.

Ranging from high-net-worth individuals and wealthy families to institutions and estates, our client base is one of the largest at Stifel.  This affords both opportunities and challenges.  On one hand, we have opportunities to leverage the combined resources of our full-service investment bank and brokerage firm to bring strategies that may be typically unavailable with a larger firm.  On the other, simply, we cannot help everyone.  We have set standards within our team’s client service requirements that we must adhere to:  if there are reasons why we may not be able to address your needs, we can, and do, politely suggest that we may not be your best fit.

We want to extend a heartfelt “thank you” to each and every one of our clients for giving us the opportunity to be an integral part of your financial family.  It is our pleasure to work with you.  We look forward to many more years, and generations, to come.