The Bellar-Yother Advisory Group has roots reaching back to 1978. Today, the group is responsible for more than $430 million in client assets, the majority of which is managed on a discretionary basis. Having navigated through numerous market corrections and several recessions, the group strives to deliver guidance that is relevant to their clients’ lives and their financial needs so they can embrace their unique vision of the future.

Working in a collaborative environment, the group seeks to earn their clients’ trust as financial professionals with a desire to work face to face with their clients as important financial decisions are evaluated. The group works closely with dedicated Stifel associates, from experienced trust and estate professionals to retirement, wealth planning, insurance, and investment professionals, to develop strategies suited to their clients’ needs. They also collaborate with their clients’ other professional advisors, including attorneys, accountants, and any other individuals who impact their financial world. The group believes that a comprehensive wealth management plan is a critical element toward success, and they attempt to explore every avenue to uncover and address problems, prepare for potential obstacles, help grow their clients’ wealth, and help organize their clients’ finances.

Bellar-Yother Advisory Group utilizes a variety of investment strategies on a discretionary basis for clients in the Stifel Solutions Program. Since market uncertainty is a constant, they seek to maintain an unbiased, unemotional long-term perspective when making portfolio decisions. Amid the uncertainty surrounding world economics, geopolitical events, and the accompanying media “overload,” the group employs a common-sense, research-based approach in making investment recommendations, striving to turn complexities into well-reasoned decisions.

Herman Stifel (the company’s namesake) established a valuable theme over a century ago: “to safeguard the money of others as if it were your own.” The Bellar-Yother Advisory Group endeavors to live by this motto and has always tried to be “faithful over the little things” and also over “that which belongs to others.”

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. Investing involves risk, including the possible loss of principal.