Who We Serve

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

 

We primarily serve a select group of corporate executives, family offices, and family foundations.  They are looking for responsive, attentive service from knowledgeable financial advisors whose investment philosophy aligns with theirs.

 

Our Philosophy

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.

 

Consultative Process

Each new relationship begins with data collection – investment statements, tax returns, existing trust and estate documents, insurance policies, and more.  We want to connect with their tax and legal advisors as well to ensure tax and estate planning issues are comprehensively addressed before beginning to discuss investment strategies and expectations from working with our team. 

From the information collected, we begin to compile a comprehensive wealth management plan.  Depending on the relationship, it can include education planning, retirement and estate planning strategies, as well as creating a proper asset allocation plan. 

Relationships that involve managing money can take time to develop – we try to establish a rapport by determining the level of involvement and communication for which the client is expecting, and work from there.

 

 

 

 

 

 

 

Estate Planning Process

Recognizing that every situation is unique, an individualized estate plan can address a number of planning objectives:

  • Preserve the value of your estate

  • Provide for the current management of your assets and affairs

  • Manage your assets and affairs for you and your heirs in the event you become disabled or incapacitated

  • Maximize what you transfer to your beneficiaries

  • Reduce or eliminate probate

  • Minimize the transfer taxes you must pay, including federal and state estate taxes; and

  • Provide for ongoing management of assets for your spouse, children, or grandchildren

 

 

 

 

Stifle does not provide legal or tax advice.  We encourage you to consult with your legal and tax advisors regarding your particular situation. 

Asset allocation does not ensure a profit or protect against loss.