What We Do

At Mike Stiefel Investment Management, we build and manage custom investment portfolios for individuals, families, partnerships and companies. We believe in investing in the markets as they are, not as we wish them to be. Because risk and return are inextricably tied together, risk never goes away, it just changes shape. It is our job to help clients pursue optimized returns with appropriate level of risk. To do so, we develop diversified, low-cost portfolios designed to help achieve our clients’ long-term objectives.

Our Process

We work with each client to identify his or her short- and long-term investment objectives. We then identify the client’s appropriate risk tolerance and investment timeframe.

We build globally diversified, low-cost portfolios with a range of asset classes, investment strategies, market caps and risk factors. While many other investment managers focus exclusively on “beating the market,” we believe in sound portfolio construction and a focus on managing risk. We employ long-term, strategic and tactical asset allocations using broad diversification with a goal of reducing portfolio risk and protecting against outlier events.

Our Portfolios

We offer four proprietary core allocation portfolios based on
each client’s specific investment goals.

Which one is right for you?

Capital Preservation with Income

Our most conservative portfolio consisting primarily of short-duration fixed-income securities and cash equivalents.

Income with Growth

A mix of coupon-yielding bonds, preferred stock and dividend-paying common stocks. This portfolio is intended for investors who seek current income, a low level of risk, and have a short to medium range investment time horizon.

Growth with Income

A balanced portfolio that invests in a mix of stocks and bonds. This portfolio permits short-term price fluctuations in order to provide moderate long-term growth. Best suited for those who are comfortable with a moderate level of risk and have a mid- to long-term investment time horizon.


Our most aggressive portfolio, consisting primarily of stocks with the potential for long-term appreciation. Best suited for investors with a high tolerance for risk and a long-term time horizon.

Additional Services

As a dedicated investment manager, we help clients navigate a wide range of investment-related decisions related to:

  • Portfolio Review and Consolidation
  • Retirement planning, including IRAs, SEPs and 401(k) direct rollovers
  • Capital gains tax planning
  • 529 college savings accounts

Contact us to learn more.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.

The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.