Stifel Solutions Program

As a portfolio manager in Stifel’s Solutions Program, I manage assets on a risk-adjusted, discretionary basis using a pre-screened investment approach.  This enables me to quickly react to market conditions when implementing my clients’ investment strategies.  The result is customized investment management, with strategies tailored to my clients’ specific needs and objectives.  I also have vast experience in analyzing and selecting other managers to help find and select best-in-class additions.

I review Solutions portfolios on a regular basis and investment options at least quarterly.  If market situations require a more tactical approach, I will conduct monthly reviews.