Joining Rebich Investments
An ideal landing spot for sunsetting advisors
An ideal option for sunsetting advisors
At Rebich Investments, we take pride in the deep, personal relationships we’ve built with our clients. Just like you do. And if you’re nearing retirement, that makes us the perfect place for you to wrap up your successful career.
Whether you’re interested in selling your book or joining our team to gradually transition into retirement, we’ll make it a smooth and positive experience for both you and your clients.
Regardless of which option you choose, our goal is seamless continuity. We’ll work with you to get to know your clients and their needs so that when the time is right for you to retire, you’ll know they’ll be in good hands.
The ease of joining an existing independent team
Rebich Investments is a high-performing independent team with deep ties to the community.
By joining us, you won’t have to worry about finding office space, negotiating a lease, setting up technology and other infrastructure, and dealing with other hassles – everything is already in place for you so you can immediately focus on serving your clients and growing your practice.
In addition to the potential for partnership opportunities and succession planning, you’ll enjoy the pride and camaraderie that come with being part of a successful team.
Backed by an industry leader
Our team is backed by Stifel, now in its fourth decade of serving independent advisors.
As a Stifel Independent Advisors affiliate, you’ll have all the advantages of working for a well-capitalized industry leader, including:
- Nationally recognized equity research
- Industry-leading technology designed to help you deepen your client relationships
- A robust product and services platform with sophisticated offerings like alternative investments, securities-based lending, and much more
And best of all, you’ll be supported by dedicated, service-oriented home office professionals who genuinely care about helping you succeed. That includes one of the most knowledgeable and experienced transition teams in the business.
Let’s have a conversation
To learn more about Rebich Investments and how we can help you take the next step in your career, contact Todd Rebich at (814) 734-3433 or [email protected] today.