Value Investing
• Value/contrarian investing
• Think differently from mainstream stock market investor
• Invest in quality stocks that have been discounted relative to their intrinsic value
• Local presence
• Timely service
• You are known by name
• Matching gains to losses to mitigate tax implications where possible
• Simple and easy-to-understand pricing
This distinct focus seeks to generate returns in a variety of climates. I believe bargains exist in almost every cycle.
While most of our accounts are fee-based through advisory services, I also serve clients who prefer to remain transactional through brokerage services. I pride myself on employing a simple and easy-to-understand fee structure.
Where I reasonably believe it to be in a client’s best interest,
I 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.