Stifel

•We are an independent, single-purpose financial institution providing objective, unbiased advice. •As an employee-owned company, we are committed to an investment in the communities we serve. •We earn the opportunity to become your trusted advisor. •We provide you with outstanding service and personalized solutions to help you manage, grow, and preserve wealth. •We nurture long-term relationships to support your efforts to create and preserve your family legacies.

Our investment philosophy is an academically based, risk-managed approach designed to benefit our client. Our investment services include: risk management, portfolio rebalancing, case-specific support as well as advanced investment market research.WHAT MAKES US DIFFERENT? PASSION:We have boundless enthusiasm and love for our work.COMMITMENT:We have the emotional and intellectual commitment to help you reach your goals.TRUST:We earn this distinction from clients' total confidence in our ability, integrity, and our character. We always strive to exceed our clients' expectations.RESPECT:We treat our clients, and each other with respect. We regard each client relationship as a special privilege. We always do what is right for our clients.OUR BELIEFS:We believe helping clients reach their goals requires that we have the depth of knowledge and expertise to effectively coordinate their total financial and life goals.