Our investment approach is primarily fee-based through Stifel’s advisory services, where appropriate for clients.  Overall, we focus on three main disciplines: pursuing growth, income, and capital preservation objectives.

We believe the marketplace is replete with advice given for the sake of looking smart.  We have developed a quantitative approach to helping our clients manage assets that removes the story telling and excuses for failures and tempers the kudos with successes.  We remind everyone that we are all at the mercy of the market’s whims, and it is incumbent upon us to help navigate this process.