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Investment Process

Understanding your entire financial picture is necessary for developing an effective strategy.  Items that may be addressed include:

  • Risk assessment
  • Tax implications
  • Specific goals and priorities
  • Establishing an emergency fund and investment plan for short-term needs
  • Estate planning strategies, such as titling assets and naming beneficiaries, that may help avoid probate
  • Other specific items

We try to limit our guidance to investments that we believe are best-in-class in different areas.  Our determination is that diversification through professional money managers helps our clients pursue their financial goals and stay out of overconcentration situations.

  • We generally limit our guidance to programs that offer a wide range of investments.  This allows us to match each client with an appropriate investment model.

We are not stock pickers.  We believe our time is best spent helping you determine your goals and developing strategies tailored to your individual situations.  Our investment analysis is focused on finding the best investment managers rather than individual investments.  

 

Stifel does not provide legal or tax advice.  You should consult with your legal or tax advisors regarding your particular situation.  Diversification does not ensure a profit or protect against loss.