Stifel | The Cohl Hosick Group

CONNECT

Address:

Stifel, Nicolaus & Company, Incorporated
Phillip Cohl
Tawnee Hosick

999 Monterey Street, Suite 360
San Luis Obispo, CA 93401

Phone:

(805) 783-2921

Fax/Other:

(805) 783-2691

Our Mission Statement

 

Yaht sitting on a lake at sunset.

 

The Three Cs:
Consistency:  An investment philosophy that has stayed the course and passed the test of time.
Competency: More than 50 years of combined experience in the financial industry.
Continuity:  Investment planning for you and your family's future generations.

We value the trust placed in us and are committed to serving our clients with honesty and integrity.  Our goal is not to be all things to all people.  Instead, we seek to provide clients with a time-tested, quality-oriented investment approach utilizing one specific investment discipline.  It is our belief that maintaining such focus not only helps us avoid some of the pitfalls that occur all too often in investment management, but also allows us to serve our clients as proficiently as possible.

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck