Our Team
Bears and bulls. We have seen both. While it is important to grow your investments in the good times, it is just as important (and perhaps more so) to protect your investments during the bad times. Many investors simply add fixed income products (bonds) to a portfolio in an attempt to mitigate risk, but our approach is different. We help our clients proactively address risk in their portfolios through time-tested equity risk management strategies. We believe it improves the odds our clients will be better risk mitigated when the next financial storm arrives. We invite you to see how this approach may work for you.
Click on the associate's photo to view their biography.
David Younts |
Howard Douglas, CFP® |
Neither Stifel nor its associates provide tax or legal advice. You should consult with your tax or legal advisor regarding your particular situation.