Our relationships with our clients mean everything to us – we are here to serve them with the utmost care and with their interests at the forefront. We are committed to providing a high level of clear communication, answering any questions that may come up, and taking and returning calls as quickly as possible. We want our clients to become family and know that we are here to support them in any way. 

As portfolio managers in Stifel’s Solutions Program, we develop investment strategies designed to combine customized investment management with the ability to quickly react to market conditions for clients who choose discretionary advisory services. Sam and I talk every day and make changes to the portfolios as we see fit. We treat all clients equally because they are all so important to us. 

The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.