Our Investment Philosophy

We believe in building well-diversified portfolios that balance stability and growth. Our approach combines high-quality, dividend-paying blue-chip companies with leading growth innovators to deliver both rising income and long-term appreciation. By blending value and growth strategies, focusing on businesses with consistent revenue and earnings trends, and maintaining full transparency, we ensure clients always know what they own.

We seek opportunities within strong investment themes and strategically add individual stocks – often when markets overreact to macro events or short-term company challenges. Our approach is rooted in deep research, patience, and curiosity – always on the hunt for exceptional stocks – while remaining flexible to capitalize on emerging disruptors with clear paths to profitability. Our goal is simple: help clients navigate market cycles while positioning for lasting success.

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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.

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$5.0 Billion in Net Revenue

in 2024.

As of December 31, 2024.

$500 Billion in Client Assets Under Management

Stifel is responsible for more than $500 Billion in client assets.

As of December 31, 2024.

$29 Billion in Assets Under Management

Our Asset Management affiliates have more than $29 billion in assets under management.

As of December 31, 2024.

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