Wealth Management Process
Stifel's wealth management process consists of six steps
Taking Control Assess Your Financial Situation
Define Your Goals
Calculate Funds Needed
Create a Portfolio to Address
Monitor Portfolio
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"The future belongs to those
Stifel encourages investors to take control of their financial future. We have developed several services that are designed to help investors with many of the time-consuming details involved in investment planning and supervision. Like a road map, an investment plan directs to a destination. The map, like the plan, isn't useful until the destination has been decided — Setting specific goals is the most important step taken when developing your plan. A discussion After the long-term goals have been defined, all that remains to be done is deciding the right mix of investments. The entire asset base must be considered. If part of a portfolio is not taken into account, a false picture will be presented. One can predict how much money can be accumulated over a lifetime from employment or other sources. That amount will remain constant as long as the variables do not change, such as employment. How successfully you invest your money will determine the degree of financial security you will enjoy in the future. Few things are more vital to your security than knowledgeable investment planning. You can 1. Developing a sound investment plan offering the greatest opportunity for achieving your goals; 2. Executing that plan; 3. Periodically reviewing that plan and making adjustments for changing financial objectives. Investment planning and supervision can Because this process takes time, Stifel has designed various services to help investors with many of the details involved in investment planning and supervision. |