Rich Comstock, Aif® Email and Phone Number
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.
Stifel Financial Corp.
View- Website:
- stifel.com
- Employees:
- 7363
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Senior Vice President And Investments, Branch Manager, Portfolio Manager – Solutions Program - StifelStifel Financial Corp.Cleveland, Oh, Us
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Senior Vice President/Investments, Branch Manager, Portfolio Manager – Solutions Program - StifelStifel Financial Corp. Oct 2006 - PresentFairlawn, OhioStifel 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
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Senior Vice PresidentRobert W. Baird Jun 2000 - Oct 2006Fairlawn, OhioSenior Vice President; Financial Adviser
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Senior Vice PresidentMcdonald Investments Jan 1992 - Jun 2000Cleveland, Ohio And Akron, OhioSenior Vice President; Manager Retail Fixed Income Trading; Manager Business Link Services
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Vice PresidentThe Ohio Company Jul 1987 - Jan 1992Columbus, OhioVice President; Head Agency and Mortgage Bond Trader
Rich Comstock, Aif® Education Details
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Wittenberg UniversityEconomics / Political Science
Frequently Asked Questions about Rich Comstock, Aif®
What company does Rich Comstock, Aif® work for?
Rich Comstock, Aif® works for Stifel Financial Corp.
What is Rich Comstock, Aif®'s role at the current company?
Rich Comstock, Aif®'s current role is Senior Vice President and Investments, Branch Manager, Portfolio Manager – Solutions Program - Stifel.
What schools did Rich Comstock, Aif® attend?
Rich Comstock, Aif® attended Wittenberg University.
Who are Rich Comstock, Aif®'s colleagues?
Rich Comstock, Aif®'s colleagues are Todd Niedermeyer, Ross Liftman, Allen Oppici, Coffey (Indianapolis), Mary Gomez, Peggy Landry, Kim Gilbert.
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