We believe portfolio construction should be individual. We listen closely and use behavioral finance to fully understand your goals, dreams, concerns, and attitudes. We propose portfolios that use a blend of active and passive investment strategies, layering in alternative investments when they are appropriate.
We believe … In taking a strategic view for the long term, while proposing tactical changes to potentially mitigate risk or capture opportunities over the short term.
We leverage … Stifel’s traditional products and research group – combining their skills with our analysis to develop allocations that we believe best address our clients’ goals.
We build … Investment plans from a select list of high-conviction traditional and alternative asset managers with long-term, repeatable investment processes – periodically reviewing each selected strategy with the clients to help ensure it is providing the results they desire.
We work … Transparently – keeping clients informed about what’s going on with the market and with each investment during our periodic reviews, even those that are traditionally more complex.
Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment.