The CR Wealth Management Group Fee Structure

A senior partner and Director/Investments with the CR Wealth Management Group of Stifel, David Stone works with a 10-person team to take the financial goals of corporate, institutional, and high-net-worth clients into account when creating wealth management strategies. David helps create investment plans that take a diversified approach to preserving assets while striving for long-term capital growth, where required, rather than short-term gains.

Clients are typically sophisticated individuals who have already achieved financial success. Founders and partners of hedge funds, private equity firms, and investment bankers are joined by nonprofits and other private business owners, with each developing plans that are tailored to their specific needs.

The services attached to these plans are usually fee based, with Stifel making use of third-party money managers to ensure transparency and objectivity in the offering. However, the firm also offers a number of other investment opportunities that can be incorporated into strategies based on the needs of the client.

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Reduce Taxes Through Tax-Loss Swapping

David Stone joined the CR Wealth Management Group of Stifel as Director/Investments in 2016. At Stifel, David Stone and his team serve the interests of their clients by utilizing strategies such as tax swappin g. A strategic form of tax planning, tax-loss swapping involves the sale of investments that have experienced losses. In their place, investors purchase stocks from firms in sectors with equivalent foundations. When completing these transactions, investors must keep the IRS’s wash-sale rule in mind. This rule prohibits an investor from recognizing a loss on the sale of a security if he or she purchases a “substantially identical” security within 30 days before or after the sale. Since the IRS’ definition of what constitutes a “substantially identical” security is somewhat vague, you should consult your tax advisor before making a purchase. When employed effectively, the tax-swap strategy may allow investors to bolster the diversity of their portfolio. Moreover, it serves as ...

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 tha...

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-sellin...

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