“In the long run, firms that survive and prosper
are those who maintain conservative policies
and put their CLIENTS' INTERESTS FIRST.”
Sixty years ago, Dean Witter wrote these words in a memorandum to the employees of the brokerage firm that bore his name. He believed that financial advisors have a sacred duty to safeguard their clients' interests. At Stifel, I take great pride in working for a firm that shares the principles that guided my family's business. In fact, I attribute the strength and longevity of my client relationships to my adherence to those high standards of client care.