Our Approach
We develop and implement customized investment strategies for affluent families, high-net-worth investors, and business owners based on their specific needs or objectives. While our team is able to provide traditional investment guidance, the primary focus is utilizing the Stifel Solutions Program to customize and streamline portfolio management on behalf of clients who choose discretionary advisory services.
The investment strategies Andrew has developed within Stifel’s Solutions Program are predominantly conservative to moderate along the risk spectrum. We are committed to ensuring clients have detailed knowledge of the investment philosophy and decision-making process before they entrust us to manage their portfolio on a discretionary basis.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
The investment strategies Andrew has developed within Stifel’s Solutions Program are predominantly conservative to moderate along the risk spectrum. We are committed to ensuring clients have detailed knowledge of the investment philosophy and decision-making process before they entrust us to manage their portfolio on a discretionary basis.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.