Stifel’s Diversified, Client-Centered Investment Approach

Serving as the Director/Investments with The CR Wealth Management Group at Stifel, David Stone is part of a 12-member team that engages with ultra high net worth private investors, as well as corporate and institutional clients. David and the team emphasize a diversified approach to asset allocation and take their client’s financial goals, preferences, and concerns into close consideration. While diversification and asset allocation do not ensure a profit or protection against loss, they can play a key role in establishing a sound investment strategy and reducing risk.

One unique aspect of Stifel’s client-driven approach is that there is no minimum portfolio requirement. Rather, the upward potential of the client is assessed from the beginning, with the understanding that many portfolios may be afforded the opportunity for growth potential through judicious planning and balanced allocation strategies. Through working with clients who have already amassed significant wealth, the firm recognizes that preservation of assets rather than capital growth may be paramount.

Providing the services of third-party independent money managers, the firm also pursues equity investment pathways as well as offers structured notes and exchange traded funds. In addition, each client receives tailored advice and service that include regular in-person meetings.

Comments

Risk Tolerance is Key When Looking to Invest

As Director/Investments with the CR Wealth Management Group of Stifel, David Stone works alongside 11 financial advisors who serve high net worth clients. Working closely with a diverse client base, David Stone and his team utilize factors such as risk tolerance to develop balanced investment strategies. Risk tolerance is one of the most important considerations when investing. Using this tool, you can better determine how much variability you should allow regarding the financial worth of your investments. As such, risk tolerance will provide a framework for all of your future investment activities. The most aggressive investors have a high risk tolerance, which means that they are willing to take on risky investments in return for the promise of higher financial compensation. Long-term investments are best suited for those with higher risk tolerance. If you find that you have a low risk tolerance, you should ask your financial advisor to find investment opportunities that have a

The Basics of Initial Public Offerings

As Director/Investments of The CR Wealth Management Group of Stifel, David Stone provides clients with a coordinated approach to asset allocation. David Stone and the Stifel team offer a range of fee-based strategies, as well as initial public offerings (IPOs). IPOs are traditionally arranged via a broker-dealer, broker-dealer group, or investment bank. They involve the purchase of shares from the company going public, with the shares distributed to investors. When interest in an IPO is high, the shares often find their way to institutional investors that are willing to take major shareholder stakes. Because the shares associated with IPOs are often quite limited, one investor or investment group obtaining more than 10 percent of the allocation is extremely rare. Individual investors typically access sought-after IPO holdings through large asset managers. Unfortunately, in some cases, not all investors interested in high-profile IPOs are able to participate, as many are seeking to

Hedge Funds - Leveraged Investment Strategies

As Director/Investments with The CR Wealth Management Group, David Stone oversees a wide range of financial management activities, with an emphasis on providing clients a secure income in their retirement years. David Stone and the advisors at Stifel provide a full host of third-party independent money management strategies, including private equity, exchange-traded funds (ETFs), and hedge funds. While hedge funds lack the liquidity of mutual funds, they offer Stifel clients a broader range of securities in which to invest. In addition to stocks, bonds, real estate, and other traditional investments, hedge funds enable the holding of futures, options, and other types of derivatives. Article provided by David Stone, Director/Investments with Stifel, Nicolaus & Company, Incorporated, member SIPC and New York Stock Exchange, who can be contacted in the New York, New York office at (212) 328-1000. Investors should be aware that hedge funds often engage in leverage, short-selling, a

David Stone (Stifel) | Blogger

Search This Blog