Institutional Consulting

Our team has an in-depth knowledge of many of the financial needs faced by companies seeking consulting services, including providing retirement benefits for their employees.  In addition, because of Doug's experience serving on various community boards, he can assist community organizations, hospitals, churches, and schools manage their financial resources. 

Depending on the size and scope of your investment needs, we can assemble the resources of Stifel to create or modify your investment policy statement.  The investment choices may include a selection of various funds for the smaller portfolio or a complex mix of the institutional money managers and alternative investments to provide the opportunity to maximize returns while mitigating risk.