Our Investment Services

From left to right: Dennis G. Dashner, Cynthia K. Agnes, Robert F. Shultz, Kim Cleaver Kletschke, Richard J. Kneip, Korey Kletschke, CFP®, ChFC®, Tyler Zellmer, CTFA

We are a full-service investment office based in Sioux City, Iowa, serving clients throughout the United States. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

 

The Plan

An investment management plan begins with a thorough understanding of your goals, your risk tolerance, and personal situation. We will discuss your goals, your present and anticipated financial resources and liabilities, your past experiences, as well as your preference for risk. The plan is periodically reviewed with you and adjusted as you and your family move through the various phases of your financial life. Where appropriate, we will consult with your tax and legal advisors.  Our comprehensive strategies are designed to help you pursue your goals and help ensure your financial affairs are in order.

  

Our Investment Approach

We employ both fundamental and technical analysis in the design and implementation of investment strategies. On the fundamental side, we analyze thousands of opportunities through Stifel's nationally recognized research.  Investments and recommendations are matched to your strategy.  Selected investment vehicles are reviewed periodically with you to help ensure that they are adhering to their stated purpose and are maintaining the standard for which they were originally selected. We believe in the importance of communication and will discuss pertinent issues with you when they develop.

Your job is to keep us apprised of any changes in your financial situation and when you have additional resources available to dedicate to your investment plan.  When appropriate, adjustments will be made to reflect current or anticipated economic or market events as well as any changes in your personal circumstances.

Our experienced financial advisors have seen markets at their highs and lows. Through it all, we advocate a long-term approach. Our clients appreciate this perspective, and the ease of having all their assets consolidated with an experienced professional.

 

Our Investment Strategies

Depending on the complexity of your needs, we leverage Stifel's resources to develop comprehensive investment strategies that typically incorporate an investment plan centered on a diversified asset allocation strategy, a risk management strategy, a retirement plan, and an estate transfer plan. When necessary, and with your approval, we will work with your tax and legal advisors.

Stifel does not offer legal or tax advice. Please consult with your legal or tax advisors regarding your particular situation. Diversification does not ensure a profit or protect against loss.