Four Key Principles

Through Stifel’s advisory services, we offer investment portfolio strategies according to Four Key Principles:

Tax efficiency – Taxes are the one of largest expenses in investing, and tax planning needs to be addressed.
Cost efficiency – Expenses are hidden all over in the investment world, and they directly work in opposition to our objective of helping clients pursue attractive rates of return. We seek out products that are focused on cost efficiency, primarily individual stocks and bonds.
Customization – Each of our clients have unique circumstances, and every one of our clients’ portfolios is customized to their unique goals and preferences. We believe it is important to customize risk management strategies to help our clients pursue their financial goals.
Research – We believe good research is of paramount importance for a successful investment portfolio. By using primarily individual stocks and bonds to construct our portfolios, we seek to identify lower-cost investment products. We are provided with tax planning opportunities that may be unavailable to other strategies, and we are able to uniquely customize to each client. We are able to pay attention to the quality of each underlying holding, and that is where we leverage Stifel’s robust research capabilities to help in our endeavors.

^{Stifel does not provide tax advice. You should consult with your tax advisor regarding your particular situation.}