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's Equity Research has ranked in the top of of the Refinitiv StarMine Analyst Awards for 14 consecutive years (includes affiliate Keefe, Bruyette & Woods (KBW) and other firms acquired by Stifel Financial Corp.)  For more information on the Refinitiv StarMine Analyst Awards, see www.stifel.com/research.

Stifel focuses on 13 sectors, covering more than 2,000 global stocks, and has one of the nation's largest U.S. equity research platforms.

 

Equity Research Analysts
Market Cap Distribution

 

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.