Our Three - Step Process

1) Establish Individual Objectives

Review your net worth, examining all assets and liabilities

Discuss current and expected future financial needs and time horizon

Determine the amount of risk you are willing to assume within your portfolio

Evaluate your past investment performance

Review historical capital markets performance data

2) Build Your Portfolio

Implement asset allocation strategies tailored to goals and objectives

Employ the resources of Stifel's nationally recognized research department to help identify attractive investment opportunities

Construct a managed portfolio offered through Stifel that reflects your investment objectives

3) Provide Ongoing Evaluation and Review

Hold conference calls and review meetings on a regular basis

Discuss economic trends and investment composition

Review consistency or change in goals, objectives, and/or life events

Make any necessary investment or allocation adjustments

Asset allocation does not ensure a profit or protect against a loss.