Our Approach
Each step involves collaboration between you, our team, and – where appropriate – your other professional advisors.
Understand
As with all meaningful relationships, we’ll begin simply by getting to know one another, ensuring that you’re fully aware of our capabilities, and that we have a sound understanding of your personal goals, financial situation, investment experience, and comfort with risk.
Design
Next, we’ll analyze the information you’ve shared with us and design a plan intended to help you pursue your objectives. This step may involve collaboration with other professionals, such as tax and legal advisors. We’ll present our recommendations to you, answer your questions to the best of our ability, consider alternatives, and outline the steps we need to take to implement your plan.
Implement
After you’ve reviewed your plan, and we’ve addressed your questions and concerns, we’ll put your customized strategy into action. Backed by Stifel’s extensive resources, we have access to a full range of account types, investment products, and other services.
Periodically Review With You
Once implemented, we’ll periodically review the performance of your plan with you relative to your defined objectives, making adjustments where appropriate. A key to this step is your involvement in the process, including communication of any significant changes in your life. To keep your plan aligned with your needs and objectives over time, we’ll meet on a scheduled basis and provide account activity reporting.