Whether you are looking to maintain a desired lifestyle, leave a lasting legacy, or enact a vision for philanthropy, we develop customized strategies designed to help you generate and preserve your wealth. 

We help streamline complex financial affairs for wealthy families, so they can focus on the aspects of life that they find most gratifying.

 

 

How We’re Different

Customized Strategies Focused On Your Goals	Leveraging Cutting-Edge Technology	Fees That Are Simple & Straight-Forward	Boutique-Like Services with Extensive Experience
Everyone has their own unique situation and goals.  Our holistic approach is designed around you.	We run advanced algorithms designed to pinpoint trouble areas so we can help mitigate your risk while seeking to generate returns.	We offer simple, clearly defined, transparent pricing.	40-plus years of combined industry experience with personalized client care.

 

What You May Not Know About Us

No. 1	Third Largest	$273 Billion	Seventh Largest
Largest U.S. Equity Research Platform (more than 1,300 U.S. stocks under coverage1)	Largest Equity Trading Platform in the U.S. outside of the Bulge Bracket firms2	In Assets Under Management	Largest Retail Brokerage Network (in terms of number of advisors, with more than 2,300!)

 

Our Custom Approach

We are firm believers that goals should drive investments – not the other way around.  That’s why we employ a goals-based approach that helps clients measure their progress toward attaining their specific goals rather than solely focusing on investment performance.

Developing customized portfolios centered on your goals allows us to focus on deploying, mitigating risk to, and seeking to grow your wealth effectively.  We combine our extensive industry experience with Stifel’s capital markets expertise to help you pursue your goals in a thoughtful manner, mindful of risk, tax, and wealth-transfer considerations.

We develop customized strategies for ultra-high-net-worth individuals with the objective to anticipate and address a broad range of financial priorities.  As experienced financial advisors to many highly accomplished clients, we are acutely aware of the opportunities and challenges that significant wealth can entail.  This is why we offer extensive knowledge of alternative investments, including private equity, and other boutique investment themes.

When it comes to your needs, we are here to be your comprehensive resource.  We will take a detailed look at your particular circumstances and work with you to align them with your goals and long-term aspirations.

 

 

Source:  ¹ Company data as of 2/28/19, including affiliate Keefe, Bruyette & Woods (KBW)
              ² Based on 2017 U.S. trading volume per Bloomberg, as of 12/31/2017