While most of our accounts are fee-based through advisory services, we also serve clients who prefer to remain transactional through brokerage services.  Information on the differences in these services, including costs, is accessible in Stifel’s Form CRS, available at www.stifel.com/CRS.  Our approach is open and honest in letting you know the costs, risks, possible planning outcomes, and the perceived value of the services provided by our team for the costs that are paid.

Where we reasonably believe it to be in a client’s best interest, we recommend:

Advisory Services
For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/ program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.

Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.

Our experienced and highly skilled team offers a full range of products and services, from helping you select individual investments to developing a retirement planning strategy.  With access to Stifel’s high-caliber resources – including research analysts and economic and market strategists – we are prepared to help you make informed investment decisions based on your needs and risk behavior.