Get to Know Us.

Our team specializes in customized investment management strategies for a diverse client base that includes high net worth individuals and families, endowments, trade associations, public pensions, corporate executives, business owners, selling shareholders, and retirees.

We pride ourselves on the ability to offer products through Stifel that are designed to help manage risk and protect principal, particularly in times of high market volatility. Our strategy is designed to target a lower standard deviation relative to benchmark indices, which may help benefit our clients by reducing risk relative to returns.

The preservation of your wealth is our primary objective.

We assist with every facet of our client's complex needs, from multi-generational services to retirement planning and business succession.

We utilize both fundamental and technical analysis to supplement the extensive research and resources available at Stifel.