Our Approach

It is important that we are smart with your money. What you pay matters to us. It is important to us for you to know exactly what you pay so there are no unexpected or unexplained costs. As our client, you should know that our ultimate goal is to help you work toward your financial goals. For this reason, our team has developed a process designed to help you stay on track toward your goals and guard you against financial blind spots.

We will help you with more than your money. Leveraging the latest technology and Stifel's expansive resources, our 360-degree view will take a deep dive into your financial situation and provide you with a tangible financial plan then, we will help adjust your plan as your situation and the world around you changes.

Here is what you can expect in our professionally managed accounts:

A financial plan with investments that reflect your life goals Tax-advantaged and cost efficient investments Personal attention with regular communciation
Guidance related to your estate planning strategy and insurance policies Coordination of financial care and tax and legal advisors Online and mobile access
  Multiple skill sets for clients of different backgrounds and ages  


These services are included in the cost you pay, which is approximately 1% of your assets under management. As your assets grow over time, the companies associated with your investments have a better chance to decrease their costs and therefore lower expenses over time.

Our unique team structure puts you on the same side of the table as us; we are your team, not your opponent. While our typical client has a minimum of $500,000 investable assets, please never hesitate to ask about our cost, because we are proud of the value you receive for the costs you pay. We would be happy to start a conversation with you to help us determine if we are the right fit.