The Principles That Drive How We Work For You

Objectivity We approach your unique situation with objectivity. At Stifel, we seek to find strategies that are truly right for you.		Customization We take your individualized needs and preferences to heart, with a deep appreciation for how varied the issues facing our clients may be. Customization is therefore a hallmark of building a plan that is unique to you.

Innovation While the rules and regulations that govern many areas of wealth planning are widely available, we approach the application to them with a commitment to providing you with a comprehensive plan that addresses your specific concerns.		Integrated Strategies We help to ensure that our proposed strategies are integrated with your broader investment, professional, and personal activities, in conjunction with the undertakings of any external advisors.