General Info
 
 
First Name:
Scott
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Last Name:
Klein
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Company:
Stifel Nicolaus
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Company description:
Stifel Nicolaus is a full-service brokerage and investment banking firm established in 1890 and headquartered in St. Louis, Missouri. The company provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, institutions, corporations, and municipalities.
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Address:
Stifel Nicolaus1225 Franklin AvenueSuite 150
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City:
Garden City
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State:
New York
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Zip Code:
11530
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Email:
scott.klein@stifel.com
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Work Phone:
516-663-5456
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Description
I work with clients to craft an investment strategy to achieve mutually agreed upon goals and objectives. Portfolios are created using the principles of asset allocation. As a result, clients will have a disciplined approach to investing that can be measured against relevant indexes. I regularly meet with clients to review portfolios to ensure that goals and objectives are being achieved. Adjustments are made to investment strategies if market conditions or changes in goals and objectives occurs.
Additional information
 
 
Description:
I work with clients to craft an investment strategy to achieve mutually agreed upon goals and objectives. Portfolios are created using the principles of asset allocation. As a result, clients will have a disciplined approach to investing that can be measured against relevant indexes. I regularly meet with clients to review portfolios to ensure that goals and objectives are being achieved. Adjustments are made to investment strategies if market conditions or changes in goals and objectives occurs.
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Business Category:
None
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