“A journey of a thousand miles must begin with a single step.”

– Lao Tzu

Our Approach

Developing a disciplined investment strategy means looking beyond short-term events and focusing on long-term potential returns.  Over the long haul, market fluctuations have been simply spikes and dips on a roadmap to the future.

We focus on two fundamentals – time horizon and asset allocation.  If you are investing with a longer time horizon, we have seen firsthand how the markets have a greater potential to provide stronger returns over time.  Allocating your investments and designing a personalized investment plan that aligns with your goals becomes equally as important.

We believe it is critical to take a deep dive into an investor’s entire financial picture.  This includes working closely with your tax and legal advisors to deepen our understanding of your needs and to ensure we are doing everything we can to help mitigate your tax and legal liabilities.

Asset allocation does not ensure a profit or protect against loss.  Stifel does not provide legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.