Our Philosophy

New York Stock Exchange building with Stifel banner on the outside of building.


We pride ourselves on our ability to offer hands-on, white-glove service.  Our clients consider us to be the chief financial officer of their family, and we want to be their first phone call to address any issue that may arise.

Our investment philosophy is to maintain our focus on helping our clients pursue their individual goals, while mitigating risk to their assets across ever-changing markets.  Once you have an established plan in place, our conversations with clients become centered on making sure that their goals have remained the same, as the investments we recommend are typically incorporated with a longer time horizon.