Our Focus

Evaluation – We work to identify the impact of potential trades on a portfolio's risk and stress exposures.  By evaluating the skill, infrastructure, investment universe, risk, and working capital utilization of each business, we are able to customize the risk capital allocation process.   

Risk Strategies – We employ a range of strategies in an effort to deliver market-leading investment returns to our clients by analyzing global markets with discipline and focus.  We seek to mitigate risk in order to capitalize on opportunities and potentially improve our performance.  Disciplined risk estimation and mitigation are deeply integrated components of the investment process.  We believe a well-constructed portfolio upfront has the best chance to outperform in good markets and mitigate risk to our client's capital in difficult markets.   

A Lasting Impact – Not only do we want to help you with your financial goals and wealth management plan today, but we also create customized estate planning and distribution strategies for future generations.  We want you to be proud of your legacy.  By doing so, we can help empower future generations.  Through our forward-thinking approach, we provide scalable strategies that can be used across multiple generations. 

Stifel and its associates do not provide legal advice.  You should consult with your legal advisor regarding your particular situation.