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The markets in 2022 have been choppy and rough, which is common in midterm years. Through all of the market's ups and downs, Sheaff Brock firmly believes in its potential to help build and preserve your wealth over the long-term.
View our June 30, 2022, Mid-Year Performance Update here.
Sheaff Brock announced the firm has been included in the 2022 CNBC FA 100, a list of top-rated U.S. financial advisory firms. Since 2019, the CNBC FA 100 recognizes top-ranked financial advisories for best helping clients navigate their financial lives. In its third consecutive year on the list, Sheaff Brock ranked 68th in 2022 based on a proprietary methodology developed by CNBC. In partnership with data provider AccuPoint Solutions, CNBC selected its top 100 firms using data culled from SEC filings from a list of 38,302 registered investment advisory firms.
Sheaff Brock Managing Director Dave Gilreath acknowledged the ranking, “It’s rewarding for us to be recognized again for our experience and performance in working with investors throughout the years, and it’s due to the exceptional commitment of our entire team in serving our clients.”
You have a wide range of options when it comes to portfolio management. But chances are, if you’re reading this, you are looking for something more. When you choose a financial partner, you expect more—like innovative strategies, timely investment insights, direct personal service, and a resource that understands and shares your goals.
Sheaff Brock is an independent investment firm focusing on innovative investment strategies that strive to enhance the portfolios of both growth- and income-oriented investors. Our approach to money management challenges many traditional assumptions about investing, and we believe that the way to grow a portfolio’s value is through ownership of equities. Driven by discipline and data, we design our proprietary strategies with the goal of preserving capital and meeting investors’ needs for income and/or growth, while also considering volatility and risk.
We operate with a single directive—to build and preserve your wealth over the long term. Learn more about our innovative investment strategies.
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