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.