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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.
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