Helping You Plan for Your Future
Investment Planning & Wealth Retention
The high-net-worth investor with a clearly defined investment plan may be able to use market volatility for strategic purchases. Many investors without a plan will make fear-based decisions. A decision usually resulting in selling stocks near lows and then waiting for a postive market cycle to begin and buy stocks at higher prices.
Investment Planning
I specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.
Working with a financial advisor is appropriate for serious people looking to create and retain wealth. Have you ever made an investment decision as a reaction to any of the following: The Tech Bubble, 9/11, Financial Institutions/Credit Markets Meltdown, Housing Collapse, Economic Meltdown, and a Dramatic Shift in Public/Fiscal Policy? Many investors sold their portfolios in the midst of a crisis and went back into the market after a prolonged upward trend.
Understanding risk in your portfolio is very important. If you have zero tolerance for value fluctuations, you cannot reasonably expect high returns (absent the early 1980s). You have to sort this out before you make investments. This will help you avoid those fear-based decisions mentioned above.
Wealth Retention
At Stifel, our Private Client Group offers a complete range of services to our clients. Including areas of financial management, from investment and retirement planning, implementation, periodic reviews, ongoing recommendations to mitigating risk, wealth transfer issues, world-class research analysts, and estate planning strategies, just to name a few of my favorites.
For our institutional clients, we provide a complete platform of investment strategies, including separately managed accounts and wealth management. We can also help you with fiduciary guidance, sample investment policy statements, fiduciary strength retirement plan reviews, risk mitigation strategies, document preparation, and oversight.
My clients typically have investment assets in excess of one million dollars.