You deserve a wealth management team that can adapt to the ever-changing markets and guide you through even your most complex financial matters. The Hodus Financial Group provides customized services built around every facet of your unique financial situation.
Our approach is based around your family, your individual situation, your unique risk tolerance, and your financial future. We believe in building plans from the bottom up, investment by investment, and then turning around and analyzing it from the top down
We’ve been working with founders, entrepreneurs, and executives for more than 30 years, leveraging our vast experience working in Silicon Valley. We understand that business owners face unique complexities when it comes to organizing and effectively managing their personal and business affairs. We specialize in helping you plan for the potential pitfalls that come with owning a business and will guide and work with you every step of the way.
We leverage Stifel’s more than 130 years of experience and have access to the firm’s incredible intellectual capital, including our investment strategy team, wealth planning professionals, trust affiliates, and estate planning services. We offer robust planning services that help clients connect their portfolio strategy with their goals.
We offer an array of investment services that draw off the firm’s robust due diligence capabilities in the equity, fixed income, and alternative asset classes.
Our investment bank is a market leader in the middle market, which allows us to have a unique perspective on emerging managers on our platform. We also engage with our investment banking group to help evaluate these entrepreneurial companies and participate in offerings when there are private direct investments available.
Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Stifel Trust Companies do not provide legal or tax advice.
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Sight|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.
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Market 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.
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Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Stifel’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 is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
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