Stifel | The Cohl Hosick Group

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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 Services

Fee-Based Professional Investment Management

Our primary focus is professional investment management services for accounts with minimum values of $150,000. Accounts are invested adhering to our long-standing discipline of purchasing only companies that have increased their dividends for ten years or more consecutively.  It is our belief that ownership in high-quality, dividend-paying companies should continue to serve investors well over the long term. 

 

Additional Services The Cohl Hosick Group Offers Through Stifel: 

Annuities | Variable, Immediate, and Fixed
Cash Management | Check Writing | Debit Card
College Planning | 529 Plans | Education Savings Accounts
Common Stocks
Equity Line of Credit
Estate Planning
Exchange Traded Funds and Notes
Financial Planning
Fixed Income Investments | Certificates of Deposit
Life Insurance (Individual and Business Policies)
Long-Term Care Insurance
IRAs | Traditional, and Roth

Stifel's Investment Services Chart

 

 

Changes in market conditions or a company's financial condition may impact the company's ability to continue to pay dividends. Companies may also choose to discontinue dividend payments. 
 
Trust 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.  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.
 
Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, and Stifel Bank & Trust, Member FDIC. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Bank & Trust or its affiliates, are not guaranteed by Stifel Bank & Trust or its affiliates, and are subject to investment risk, including possible loss of the principal.
 
Neither Stifel nor its associates provide tax or legal advice.  You should consult with your tax or legal advisor regarding your particular situation.
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Check the background of this financial professional on FINRA's BrokerCheck