1890 The Year We Were Founded
and we're still going strong.
About Us
Our team serves the Glenwood Springs and the Colorado Western Slope as part of a full-service wealth management and investment banking firm. We are committed to maintaining the highest possible standards of integrity and professionalism in our relationship with you. We look forward to helping you pursue your financial goals for years to come.
Our Approach
As a team, we are dedicated to developing lasting relationships with all our clients. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized process we provide acts as a roadmap to pursuing your short- and long-term goals.
Our Clients
The majority of our clients are individual investors, professional money managers, businesses, and municipalities. 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.
Stifel
By the Numbers
Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2023.
Stay Informed
Latest News
Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Sight|Lines VideoSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
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