Integrity is the cornerstone of our practice. We focus on personalized wealth management and helping our clients implement disciplined behaviors for the long term.
Let us show you what Stifel can do for you.
OUR PROCESS
Using Stifel's Wealth Planning Questionnaire as our primary data-gathering tool, we delve into your financial situation, including investable assets, savings, insurance needs, and estate planning issues. During our consultative process, we are committed to:
- Understanding your unique financial blueprint
- Developing unbiased and tax-efficient wealth management strategies
- Presenting our strategies in a clear and comprehensible manner
We understand how important your wealth is to you and are open and transparent about costs as well as any fees associated with our service.
OUR RESEARCH
Stifel research focuses on all market caps, but is a leader in small- and mid-cap research. The department is staffed predominantly with industry professionals from outside Wall Street. In fact, many of its analysts have hands-on work experience in the industry that they research. Stifel believes industry experience, its opportunistic approach, and broad market cap coverage drive excess returns and its award-winning franchise.
Stifel Equity Research Teams ranked No. 5 among 156 qualifying firms and earned a total of 15 awards in the 2020 Refinitiv StarMine Analyst Awards. Stifel earned five #1 rankings and has had 14 consecutive top ten finishes.
Stifel has the nation’s largest U.S. equity research platform and a global footprint focusing on 12 major sectors and covering more than 2,000 companies.
Equity Research Analysts |
Market Cap Distribution |
Figures are as of 9/30/20 and include Keefe, Bruyette & Woods (KBW), a wholly owned subsidiary of Stifel Financial Corp., and other firms acquired by Stifel.
SERVING YOU
We are available to discuss your concerns and changing needs. In addition to the quarterly updates and formal annual reviews, client communication and education are an integral part of our practice.
We coordinate with your other professional service providers, such as your estate planning attorney and tax professional, to deepen our understanding of your overall personal situation and needs.
Being active in our community is very important to us. We believe that participating and giving back is essential in being part of the community in which we live and serve.
Having more than 60 years of combined investment experience, we have earned the trust of multigenerational relationships that span from grandparents to grandchildren.
We care about you and your family – our clients are people we enjoy working with and consider to be our friends.