1890 The Year We Were Founded
and we're still going strong.
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Systematic Contributions and Investments
We seek to establish and stick to a consistent schedule on an annualized basis. We also believe in balancing growth-oriented portfolios with yield-oriented investments.
Systematic investing does not ensure a profit or protect against loss.
Concentrated Positions
A concentrated position is a specific holding or type of holding that makes up a substantial part of your portfolio. Your portfolio may be concentrated in a specific stock, capitalization (i.e., small, mid, or large cap), business sector, or geography. Having a concentrated position in your portfolio exposes you to higher volatility, lower liquidity, and more risk than ownership of a diversified portfolio.
What to Expect
Alongside being a part of a full-service wealth management and investment banking firm, we focus on growth-oriented portfolios that run on a managed account basis, with satellite investments that often contain a yield component to help mitigate volatility.
Our Approach
Who We Serve
We typically serve entrepreneurs and executives in the technology, science, and financial services-related fields. In addition to seeking to generate attractive risk-adjusted and tax-advantaged returns, clients find value in having access to periodic and clear communication.
Our ClientsInnovation Partners Wealth Management Group
Kenneth Carl Ramos
Managing Director/Investments
Steven Levy
Business Development Associate
Stay Informed
Latest News
Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
Market VolatilityInvesting for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.
Article
The Value of Financial PlanningFinancial planning is a crucial step in managing your financial future. Not only does it help you see your financial situation today, it also helps you think about those things you would like to do in the next five years, ten years, and throughout retirement.
Article
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Managing Market RiskAlthough you cannot control the economic forces that drive market volatility, you can control how you react when volatility occurs. A well-designed financial game plan will incorporate certain strategies to help defend against the pitfalls you may encounter when managing market risk.
Article
Advice for a Volatile MarketAfter a major run-up, the stock market has recently experienced some significant drops. Unfortunately, no one can predict with any certainty when such swings will occur. But in turbulent times like these, don’t panic. Instead, consider taking these steps to help you maintain perspective.
Article
Sight|Lines DocumentSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Whitepaper
Market Perspectives QuarterlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame
Whitepaper
Market Perspectives MonthlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
Whitepaper
Market Perspectives WeeklyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
Whitepaper
Favorite 15Favorite 15 is a monthly collection of charts on the key topics impacting markets, in the view of Investment Strategy.
Whitepaper
Stifel
By the Numbers
Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2023.