Staying on Track

We understand that both your life and the financial markets will change over time.  By periodically checking in to discuss changes in your life and revisiting your strategy, we can make sure your plan is consistent with your goals.

We are committed to reaching out to you at least once a month to discuss your investment performance and see how you and your family are doing.  In addition, we try to meet with you face to face once a year to review financial documents, investment performance, tax statements, and any changes to your life or goals.











Asset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or trust advice.You should consult your legal or trust professionals regarding your particular situation. Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.  Stifel Trust Companies do not provide legal or tax advice.