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PORTFOLIO STRATEGIES
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Tell us your unique needs and we’ll go to work recommending specific portfolio strategies to help you meet them. Whether you want to grow your investments, provide extra income, or a mix of both, we’ll help make sure you’re covered.
In the News
Over the past 12 months, the utility sector has been shining brightly, and Managing Director Dave Gilreath explores how the sector may continue to perform in his latest article for Investing.com.
Post-Fed rate cuts, everyone is trying to determine which stock sectors may particularly perform well. But while cyclical sectors seem to be the fan favorites, Managing Director Dave Gilreath suggests that other, less obvious, parts of the market may fare even better. Read more in his latest Financial Advisor article.
Worried about how the presidential election results will affect the market? You’re not alone. But, in his latest Medical Economics article, Managing Director Dave Gilreath says there’s no need to be anxious—the election may not actually make much difference.
The Fed finally cut fund rates and it’s been a hot topic. This means lower loans for pretty much everyone, but real estate investment trusts (REITs) are specifically well-poised to potentially benefit. Read why in Research Analyst & Portfolio Manager Tom Kaiser‘s latest article for Medical Economics.
For investors feeling shaken by the dips and rebounds of the market over the past couple of months, Managing Director Dave Gilreath shares his insights on why this current bull market may actually be more resilient and long-lasting than you might think. Read more in his latest ThinkAdvisor article.
With the unceasing news about the current bull market and its strength, it’s natural to wonder whether those reports are being exaggerated. Managing Director Dave Gilreath says that, if anything, the reports may be understated. Read to find out why in his latest Medical Economics article.
QUICK LINKS
Our Mid-Year Update
Today’s current bull market started in October of 2022 after a 9-month, 25% drop in the S&P 500 bear market and is, according to historical standards, still relatively young. The dominance of the U.S. economy, its high productivity, and its growing working-age population are all factors that contribute to strong corporate earnings and earnings growth. Since equity markets go up in the long-term when corporate earnings increase, Sheaff Brock concludes that we may be due for another long bull market run.
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WHO ARE WE?
We’re Sheaff Brock
We are investment advisors providing innovative portfolios for intelligent investors—with the goal of making your money work for you. Learn more about our investment approach to see how we can help you make the most of your hard-earned money.
NEWS & ANNOUNCEMENTS
Sheaff Brock Ranks 7th in the 2024 CNBC FA 100*
To be ranked so highly in the U.S. out of more than 40,000 RIAs is an incredible achievement, and we’re honored to be recognized for the commitment of our team to helping Sheaff Brock clients achieve their long-term financial goals.
In 2020, the first year Sheaff Brock was selected for CNBC’s FA 100, the company ranked 95th; in 2021, Sheaff Brock moved up to 82nd; in 2022, Sheaff Brock ranked 68th; and the company was listed at #10 in 2023.
*About CNBC Financial Advisor 100
The 2024 CNBC Financial Advisor 100 (ranked 7th 10/2/24), 2023 CNBC Financial Advisor 100 (ranked 10th, 9/12/23), 2022 CNBC Financial Advisor 100 (ranked 68th, 10/4/22), 2021 CNBC Financial Advisor 100 (ranked 82nd, 10/6/21) & the 2020 CNBC Financial Advisor 100 (ranked 95th, 10/6/20) list is an independent ranking. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for the CNBC FA 100 list. The analysis started with 40,896 RIA firms for 2024, 40,646, RIA firms for 2023, 39,818 RIA firms for 2022, 38,302 for 2021 and 37,369 for 2020 from the Securities and Exchange Commission regulatory database. AccuPoint screened the list down to 903 RIAs for 2024, 812 RIAs for 2023, 904 RIAs for 2022, 749 for 2021 and 750 for 2020 who were required to complete a survey to be in consideration for the CNBC FA 100 list. Sheaff Brock does not pay for applying for the award; however, Sheaff Brock does pay for use of the CNBC Financial Advisor 100 logo.
Data points used by AccuPoint for the ranking included regulatory/compliance record, number of years in the business, number of certified financial planners, number of employees, number of investment advisors registered with the firm, ratio of investment advisors to total number of employees, total assets under management, percentage of discretionary assets under management, total accounts under management, number of states where the RIA is registered and country of domicile.
Third-party rankings and recognition from rating services or publications, such as the CNBC FA 100, is no guarantee of future investment success and working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. The ranking may not reflect a client or prospective client’s experience with the registered investment advisor. Past performance does not guarantee or indicate future results.
Sheaff Brock was selected as the #7 Financial Advisor in the U.S. on CNBC’s 2024 Financial Advisor 100 List, 3 places higher than last year’s ranking.
This is the 5th consecutive year Sheaff Brock has made the list and the 2nd consecutive year making the top 10. We’re very proud of this achievement, which is as much yours as it is ours. Your partnership is the reason we do what we do every day, so thank you for trusting us with your investments.
Disclosure:
The 2024 CNBC Financial Advisor 100 (ranked 7th 10/2/24), 2023 CNBC Financial Advisor 100 (ranked 10th, 9/12/23), 2022 CNBC Financial Advisor 100 (ranked 68th, 10/4/22), 2021 CNBC Financial Advisor 100 (ranked 82nd, 10/6/21) & the 2020 CNBC Financial Advisor 100 (ranked 95th, 10/6/20) list is an independent ranking. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for the CNBC FA 100 list. The analysis started with 40,896 RIA firms for 2024, 40,646, RIA firms for 2023, 39,818 RIA firms for 2022, 38,302 for 2021 and 37,369 for 2020 from the Securities and Exchange Commission regulatory database. AccuPoint screened the list down to 903 RIAs for 2024, 812 RIAs for 2023, 904 RIAs for 2022, 749 for 2021 and 750 for 2020 who were required to complete a survey to be in consideration for the CNBC FA 100 list. Sheaff Brock does not pay for applying for the award; however, Sheaff Brock does pay for use of the CNBC Financial Advisor 100 logo.
Data points used by AccuPoint for the ranking included regulatory/compliance record, number of years in the business, number of certified financial planners, number of employees, number of investment advisors registered with the firm, ratio of investment advisors to total number of employees, total assets under management, percentage of discretionary assets under management, total accounts under management, number of states where the RIA is registered and country of domicile.
Third-party rankings and recognition from rating services or publications, such as the CNBC FA 100, is no guarantee of future investment success and working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. The ranking may not reflect a client or prospective client’s experience with the registered investment advisor. Past performance does not guarantee or indicate future results.
Sheaff Brock was selected as the #7 Financial Advisor in the U.S. on CNBC’s 2024 Financial Advisor 100 List, 3 places higher than last year’s ranking.
This is the 5th consecutive year Sheaff Brock has made the list and the 2nd consecutive year making the top 10. We’re very proud of this achievement, which is as much yours as it is ours. Your partnership is the reason we do what we do every day, so thank you for trusting us with your investments. Click here to read more.
Disclosure:
The 2024 CNBC Financial Advisor 100 (ranked 7th 10/2/24), 2023 CNBC Financial Advisor 100 (ranked 10th, 9/12/23), 2022 CNBC Financial Advisor 100 (ranked 68th, 10/4/22), 2021 CNBC Financial Advisor 100 (ranked 82nd, 10/6/21) & the 2020 CNBC Financial Advisor 100 (ranked 95th, 10/6/20) list is an independent ranking. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for the CNBC FA 100 list. The analysis started with 40,896 RIA firms for 2024, 40,646, RIA firms for 2023, 39,818 RIA firms for 2022, 38,302 for 2021 and 37,369 for 2020 from the Securities and Exchange Commission regulatory database. AccuPoint screened the list down to 903 RIAs for 2024, 812 RIAs for 2023, 904 RIAs for 2022, 749 for 2021 and 750 for 2020 who were required to complete a survey to be in consideration for the CNBC FA 100 list. Sheaff Brock does not pay for applying for the award; however, Sheaff Brock does pay for use of the CNBC Financial Advisor 100 logo.
Data points used by AccuPoint for the ranking included regulatory/compliance record, number of years in the business, number of certified financial planners, number of employees, number of investment advisors registered with the firm, ratio of investment advisors to total number of employees, total assets under management, percentage of discretionary assets under management, total accounts under management, number of states where the RIA is registered and country of domicile.
Third-party rankings and recognition from rating services or publications, such as the CNBC FA 100, is no guarantee of future investment success and working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. The ranking may not reflect a client or prospective client’s experience with the registered investment advisor. Past performance does not guarantee or indicate future results.