Lance McIntosh, AIF®

Lance McIntosh has been in the investment industry for over 34 years. He works with private clients to assess their financial goals, risk tolerance, and investment time horizon, consider tax impacts, and develop their investment portfolios using a disciplined value-based strategy. He and his team manage customized strategies using stocks, ETFs, mutual funds, bonds, and cash equivalents.

Lance is a Northwest native who began his career in 1985 at Drexel Burnham Lambert, where he managed private accounts. He joined Kidder Peabody & Co. in 1989 before joining Ragen MacKenzie in 1992. In 2011, Lance became a founding principal and Director of RMG Asset Management, LLC, which moved to Stifel in 2013. Lance was named as one of Barron’s Top 1,000 Financial Advisors and Top 25 Washington State Financial Advisors in 2009, 2010, 2011, and 2013.*

Lance earned his Bachelor of Arts degree in Business Administration from Western Washington University. He is a former member of the Board of Trustees of the Lake Washington Youth Soccer Association and is a past President and past Board member of the Crossfire Premier Soccer Club. He is a former Chairman of the Seafirst Bank/Butch Blum Classic golf tournament to benefit The Bob Hope Heart Institute. He has coached women’s basketball at Redmond High School, and he has been a volunteer for Redmond Boys and Girls Club, Redmond North Little League, and A.A.U. basketball.

Barron’s Top 1,200 Advisors, February 16, 2013, February 19, 2011, February 22, 2010, and February 9, 2009, each based on the 12-month period ending September 30 of the year prior to publication, are selected from a pool of nominations as indicated in the methodology.  Barron’s does not receive compensation from the advisors or their firms in exchange for placement on a ranking.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  Investment performance is not a criterion for selection.  Barron’s is a registered trademark of Dow Jones & Company, L.P.  All rights reserved.  For more information on the selection methodology, see www.stifel.info/award-disclosures.