Our Philosophy

Our investment philosophy is established through developing strong relationships based on trust with our clients by gaining a thorough understanding of their needs and objectives.  We encourage all of our clients to engage in the financial planning process offered through Stifel's Wealth Planning Department, which helps define their objectives, assess their financial and non-financial assets, determine their risk tolerances and attitudes through the use of Stifel Financial ID, and create a plan of action to help them pursue their goals. 

During our consultations, we ask our clients appropriate and personalized questions, listen, and then respond to their ideas, thoughts, and goals with thoughtful and experienced guidance.  

Our Value-Based Approach 

After years of growth investing being the “hot” investment strategy, especially during the long bull market, value investing is shining once again. 

As part of our team philosophy, we rely upon a contrarian thought process that requires us to find companies that are currently out of favor in the eye of the public and seek to capitalize on these opportunities for our clients. While growth investing focuses on companies that are believed to be in the early stages of considerable earnings growth, value investing concentrates on stocks that appear to be temporarily out of favor with investors and are believed to be undervalued by the market.