Our Approach
Encompassing a holistic approach to investments, we help clients build customized portfolios leveraging high-quality investments and Stifel’s robust research platform. We believe that helping you build portfolios that are specific to you, your needs, and your goals is the more effective approach for the long term.
Our Clients
Being in a diverse part of the country, we serve several types of high-net-worth families and individuals, whether it be medical and legal professionals, corporate executives, or successful business owners.
Our Clients1890The Year We Were Founded
and we're still going strong.
$4.43Billion in Net Revenues
in 2023.
As of December 31, 2023.