Rich Comstock

About Rich Comstock

I am a financial advisor to individuals, families, endowments, retirement accounts (IRAs), foundations, and trust accounts. Clients are located across multiple states and regions. I help clients manage investment assets on a fee-based basis, and my investment experience spans over 30 years. I have obtained the AIF® (Accredited Investment Fiduciary®) designation. My investment philosophy possesses a strategic outlook for the long term, as well as a tactical one for the short term. It is designed to be balanced and value-based. I am sector agnostic and do not believe changes have to be made simply to be aligned with a specific index or popular investments and money flows. Some firms may want you to own 35 mutual funds or ETFs, but sometimes \"simpler is better\"- meaning, owning and being comfortable with a few attractive blue-chip stocks and tax-advantaged municipal bonds may be more appropriate. Unfortunately, the investment arena is complex-it can be very hard for most individual investors to navigate. With your trust, my approach seeks to help you work toward your Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

Experience

1. Senior Vice President Investments, Branch Manager, Portfolio Manager Solutions Program - Stifel

   Stifel Financial Corp.

   Oct 2006 — Present · Fairlawn, OH, US

   Stifel is a full-service wealth management, investment banking, and asset management firm founded and headquartered in St. Louis, Missouri in 1890. Stifel is a public company and trades on the NYSE under the stock symbol \"SF.\"To me, Stifel represents that a wealth management firm should be all about empowering advisors so they can, in turn, focus on their clients. Most clients are referred, so Stifel provides the latitude to work with accounts of varying sizes. Specialties: Investment Planning, Wealth Management Strategies, 401(k) Rollovers, Education Savings Plans, Asset Allocation, Retirement Income Strategies, Bonds, Stocks, Estate Planning Strategies, Fixed Annuities, Variable Annuities, Insurance Reviews, Roth IRA, Traditional IRA, SEP IRA, Mutual Funds, 529 Plans, Unit Investment Trusts, Long-Term Care Insurance, ETFs, Options, Fixed Income, Life Insurance

Education

• Wittenberg University

  Bachelor of Arts (B.A.)