1890 The Year We Were Founded
and we're still going strong.
Helping You Plan for Your Future
Taking the Emotion Out of Investing
The high-net-worth investor with a clearly defined investment plan has an opportunity to use market volatility for strategic purchases. Many investors without a plan tend to make fear-based decisions, which usually results in selling stocks near lows and then waiting for a positive market cycle to begin and buying stocks at higher prices.
Working with a financial advisor is appropriate for serious investors 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
- COVID-19 Pandemic
- 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.
Risk Mitigation Strategies + Long-Term Investment Planning
How I Help Clients
I specialize in helping clients develop a customized investment strategy designed to address their unique needs, providing them the opportunity to pursue both short- and long-term objectives while navigating a complex market environment. Understanding risk in your portfolio is highly important. If you have zero tolerance for value fluctuations, you cannot reasonably expect high returns (absent the early 1980s). I help my clients sort through these issues before they make investment decisions so they can better avoid those fear-based decisions mentioned above.
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We look forward to hearing from you and discussing your financial goals.
Stifel
By the Numbers
Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2024.
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Latest News
Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Sight|Lines VideoSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video