Our Approach
How Our Hybrid Approach Seeks to Set Us Apart
Flexibility, I believe, is one of the many things that sets Stifel, and my practice, apart from the crowd. Our approach is to discuss your situation with you before we establish what makes the most sense for you. Where I reasonably believe it to be in a client’s best interest, I recommend advisory services, brokerage services, or a hybrid approach that incorporates both advisory and brokerage services.
Advisory Services
For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.
Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.
We do not have account minimums. Whatever your financial circumstances, we are always happy to talk with people who might have a need for our services. If we can help, we will discuss your options in simple terms, and if we can’t, we will be honest and upfront about that too.
Flexibility, I believe, is one of the many things that sets Stifel, and my practice, apart from the crowd. Our approach is to discuss your situation with you before we establish what makes the most sense for you. Where I reasonably believe it to be in a client’s best interest, I recommend advisory services, brokerage services, or a hybrid approach that incorporates both advisory and brokerage services.
Advisory Services
For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.
Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.
We do not have account minimums. Whatever your financial circumstances, we are always happy to talk with people who might have a need for our services. If we can help, we will discuss your options in simple terms, and if we can’t, we will be honest and upfront about that too.