To deliver our clients the best experience possible,
we follow a four-step process:
Connection
We take time to get to know our clients and determine if we are a good fit. Our focus is on building a relationship based on trust, confidentiality, and purpose.
Clarity
We listen to fully understand the clients’ needs and goals and determine if there are any gaps that exist between where they are now and their goals. We develop a financial plan using Stifel’s financial planning resources and update it periodically with our clients according to changes in their lives.
Strategy
We present a personalized plan tailored to our clients’ needs and goals that includes an investment strategy designed around the client’s unique risk tolerance profile. It is at this stage that we formalize the relationship by signing documents, transferring assets, and engaging our specific guidance.
Communication
We stay in touch by creating a meeting frequency that suits our clients but no less than twice a year. Our clients choose how they want to meet with us – in person, via Zoom, or a phone call.