Mission, Goal, and Commitment

Our goal is to help you both “make money” and “mitigate risk” on a cost-effective basis.

Our mission is to provide you a wide variety of investment choices combined with our unique value-added experience and high level of service.

Our focus is on you as an individual.  Every portfolio is tailored for your personal needs, goals, and risk tolerance, which we review and discuss in advance.

Our emphasis is on portfolio structure, investment strategy, tax planning, estate planning, simplicity, and client understanding and education. 

Our commitment for is to both guide you and provide service for your investment and wealth management plan on a periodic basis with your interests at the forefront, regardless of which compensation structure is used.

Our strength is our multifaceted wealth planning and analytical capabilities in both growth- and income-oriented investments developed over five decades that supports our goal, mission, focus, emphasis, and commitment. 

Our ideal client is anyone who shares our investment philosophy.  No client account is too small for our attention and consideration.  We do not impose account minimums.  Indeed, over the years, we have seen big financial “oak trees” grow from small “acorn” initial investments.

Our team strives to always be available for portfolio reviews, general assistance, and to address your questions.  Your calls and e-mails are never relegated to an impersonal call center or confusing automated recordings.

Our family relationship with Stifel dates back to 1968, and we are proud of that history.  We are able to provide hundreds, if not thousands, of investments and high operational quality through Stifel, a firm that shares and promotes our commitment to investor choice without corporate bias or agenda.

Our technological capabilities have increased exponentially in recent years.  Stifel Wealth Tracker was developed to be a useful tool to help review and track your investments both at Stifel and outside institutions.  Click here to learn more:  www.stifelwealthtracker.com.

Our market commentaries and other publications are our original authorships and are designed to be both concise and topical.  We have included some that we feel have ongoing relevance and others by Stifel on our website for your convenience.  We hope you find these informative.