What makes my practice different?
“I believe the most successful client is an educated client.”
I recognize how Herman Stifel’s defining principle – to “safeguard the money of others as if it were your own” – is as important today as it was early in Stifel’s history. I will work side by side with you and your tax and legal advisors to develop a unique, personalized investment strategy. Flexibility is another priority of my practice. I take the time to customize each family’s strategy to reflect their specific needs, values, and philosophies.
“I encourage my clients not to overreact to headline news, be disciplined about price, and be a long-term investor.”
What is the Stifel Solutions Program?
I utilize the Stifel Solutions Program to streamline trading and portfolio management for my clients who choose a discretionary advisory services portfolio strategy. This enables me to quickly react to market conditions when implementing my clients’ investment strategies. The result is customized investment management, with strategies tailored to my clients’ specific needs or objectives.
The Solutions Program has specific criteria that must be met before receiving approval to personally manage client accounts, such as sustained tenure in the investment industry, well-developed investment philosophy and process, and experience managing portfolios on a discretionary basis.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.