Rather than running with the herd, we focus on uncovering opportunities that the market has overlooked.

• Philosophy.  We focus on value.  We look for investments that appear to be temporarily out of favor and undervalued but also have sound, long-term fundamentals and strong potential for appreciation.  This distinct focus offers the potential for effective and efficient wealth accumulation in a variety of climates.  After all, we believe bargains exist in almost every cycle.

• Process.  We emphasize research.  Relying on rigor, objectivity, and relationships with corporate leaders, Stifel’s research analysts have a long history of working through tech booms and housing busts, political unrest, social upheaval, and more, and seek to find the opportunities inherent in change.

• People.  We serve individuals.  Your best interest is our priority.  Because each situation is unique, we tailor investment plans that are personalized specifically for your needs, looking at time horizons, tax implications, risk tolerance, and other factors.