Ongoing Meetings

We let the client drive performance updates.  Stifel's outstanding technology platform allows us to provide reports as often as the client desires.

Our clients will get at least an annual face-to-face meeting, if geography allows.  We have clients in several states throughout the country, but with the availability of WebEx, personal communication is as flexible as needed.

Annual Meeting Expectations

You will first get a comprehensive review of your financial plan.  We will ask questions such as:

  • Have your needs, wants, or wishes changed?
  • Are we still on track toward your goals?
  • Is the investment portfolio still appropriate?

We want to answer these questions before we even get into portfolio performance or recommended changes to the portfolio.