We design and manage investment plans, tailored to your unique situation, allowing you more time to focus on your personal and professional life. We work hard to earn and maintain our clients' trust and confidence. Our clients are individuals, families, corporations, small business owners, and non-profit organizations. Our relationships often span several generations. Our goal is to design and deliver investment strategies that help you meet your needs, ranging from management and asset protection services to wealth transfer strategies. We will work with you through the various investment stages of your financial life including potentially helping with:

  • The Accumulation and Growth of Your Assets
  • The Protection and Preservation of Your Investments
  • The Creation of Income to Help In Pursuing Your Goals
  • Distribution of Your Wealth During Your Lifetime and After Your Death, Working With Your Attorney and/or your CPA When Appropriate


Thank you for visiting our web site. We hope this brief overview will be informative and help you take the next step by calling to arrange for a personal consultation with one of our Financial Advisors.

Stifel, Nicolaus & Company, Incorporated
700 4th Street, Suite 100
Sioux City, Iowa 51101
(712) 252-6920 or (800) 444-3806