Sheaff Brock Investment Advisors, LLC

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The reason you have a portfolio is because diversification just makes sense: no intelligent investor would put all their money into one single stock. But investors can also get into trouble spreading themselves too thin trying to avoid risk when what they really want is higher returns.

Now factor in the reality that equities and securities change all the time—in price, relative valuation, yield and attractiveness. So how can you manage the right blend of equities and other instruments over time?

At Sheaff Brock, we specialize in putting together innovative portfolios for the Intelligent Investor. And because we're strictly fee-only, our success is linked to your success.

We offer portfolio solutions to address your specific goals for income and growth, and we manage customer accounts on a discretionary basis for growth, growth-and-income, tactical allocation, or just income. We also custom-blend portfolios to achieve very specific goals and risk tolerance.

Here′s a look at our primary portfolio types and characteristics.

Innovative Portfolio Options

Growth Portfolios:

Growth-and-Income Portfolios:

Income Portfolios:

  • Preferred Stock Income—A portfolio of corporate preferred stocks with an objective of high income and capital preservation. Click here for more information about the Preferred Stock Income portfolio strategy.
  • Core Plus Bonds—A blend of individual high grade and high yield corporate bonds with capital preservation as the primary objective and income a secondary objective.
  • High Yield Bonds—A blend of individual high yield corporate bonds with high income as the primary objective and capital preservation a secondary objective.

Alternative Portfolios:

  • Alternative Strategies—A blend of hard assets, foreign equities and currencies, and other alternative investments that provides broad exposure to non-U.S. dollar products.

Option Overlays:

Remember, you’ve earned your success and you own it. We never take custody of your assets. We establish, maintain, and manage your portfolio on your behalf through a large, recognized custodian. We move as quickly as needed to manage your account, and you are kept completely informed of every transaction that takes place within your portfolio. When you have input, or even just a question, we listen.

If you'd like to learn more about Sheaff Brock and our approach, feel free to contact us.