The Bellar-Yother Advisory Group has roots reaching back to 1978. Today, the group is responsible for approximately $300 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 “sit at the kitchen table” 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 work 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. The group utilizes a variety of investment strategies for clients on a discretionary basis through 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 Stifel Solutions Program requires a minimum investment, which varies by strategy, and has an annual asset-based fee (a “wrap fee”), charged quarterly, that covers the portfolio’s management services provided as well as certain other costs, including trade execution, custody, and performance reporting. There may be other costs associated with the Stifel Solutions Program, including but not limited to: underlying expenses of investment companies (such as ETFs) in which the strategy may invest, exchange fees, transfer fees, interest expense, and trade surcharges, which are not covered by the wrap fee but are borne directly by the client. Ask your Financial Advisor for a copy of Stifel’s Form ADV Part 2A – Wrap Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. You should consider all terms and conditions before deciding whether the Solutions Program and a particular strategy are appropriate for your needs. Investing involves risk, including the possible loss of principal.
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