Focusing on Private Money Management

Below are six reasons why private money management can potentially benefit your wealth management plan:

1. Convenience: Many investors have difficulty finding the time to properly manage their investments. Hiring a private money manager to handle the day-to-day investment decisions necessary in a sizable investment portfolio gives them more time to pursue other areas of interest.
    
2. Expertise: A private money manager provides in-depth knowledge of the markets, individual securities, and investment strategies with a staff experienced in securities research.
    
3. Diversification: While diversification does not ensure a profit and may not protect against loss, it can play a key role in establishing a sound investment strategy and reducing risk.
    
4. Discipline: Private money managers systematically manage your money based on a stated investment style (e.g., growth, value/yield, global/value) and maintain this investment discipline throughout the life cycle of your account.
    
5. Ongoing Communication: Private money management seminars and quarterly reviews are offered as an ongoing maintenance process. Account performance, market condition, and investment changes are reviewed and discussed.
    
6. Tax efficiency: When you discuss capital gains or losses with your tax advisors, your direct ownership of the securities in the portfolio make it simple to perform any necessary transactions.

I am committed to providing you a wealth of investment opportunities, while helping you pursue your personal and financial goals. Bottom line, my goal is to help you unleash the possibilities for turning your dreams into reality.

Stifel does not provide legal or tax advice.  You should consult with your legal or tax advisor regarding your particular situation.