Our Clients
Our typical client is around 65 years old, most of whom have retired, sold a business, or inherited funds. We develop customized risk mitigation and retirement income strategies designed to help our clients:
• Mitigate risk to what they have
• Provide income to supplement their lifestyles
• Grow their funds conservatively
To do this, we take the time to get to know you and identify what is most important to you, especially when it comes to transferring wealth from one generation of your family to the next.
• Mitigate risk to what they have
• Provide income to supplement their lifestyles
• Grow their funds conservatively
To do this, we take the time to get to know you and identify what is most important to you, especially when it comes to transferring wealth from one generation of your family to the next.
While most of our accounts are fee-based through advisory services, we also serve clients who prefer to remain transactional through brokerage services. We pride ourselves on employing a simple and easy-to-understand fee structure. You have a right to know exactly what you are paying and how it is computed.
Where we reasonably believe it to be in a client’s best interest, we recommend:
Advisory Services
For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.
Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.
Where we reasonably believe it to be in a client’s best interest, we recommend:
Advisory Services
For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.
Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.
We leave it up to you to designate how often you would like to hear from us to discuss the general market environment, your performance, and any changes in your wealth management plan. This conversation can be via phone or face-to-face appointment. Many of our clients like to meet monthly or quarterly, but some prefer only once a year. We will be glad to accommodate whichever schedule you prefer.