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Discretionary Portfolio Management

As portfolio managers in Stifel’s Solutions Program, Richard Dworsky and David Bomar adapt strategies designed to combine customized investment management with the ability to quickly react to market conditions for clients who choose discretionary advisory services.  The result is customized investment management, with strategies tailored to clients’ specific needs or objectives  They also have vast experience in analyzing and selecting other managers to help find and choose what they believe to be best-in-class additions.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.