David Stone (Stifel) | Blogger

David Stone is Director/Investments of The CR Wealth Management Group of Stifel . As a member of the team within Stifel, David works with sophisticated clients to help them preserve capital and create stable wealth management plans. Service is a key aspect of the team’s offering, and it subscribes to the “Four Seasons” model, which was established by the luxury hotel chain to define how it provides its services to clients. Further, the team also works directly with clients to evaluate their current standings and provide timely updates that allow for the further development of strategies. Meetings are held with each client every financial quarter to provide updates on progress and examine new factors that could affect the tailored wealth management plans formulated for each client. Additionally, the team holds an investment meeting every year with each client to determine holistic strategies for the next fiscal year.

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 fi...