Who We Are

Your life has been built on smart—and sometimes difficult—decisions that have served you well. At Sheaff Brock Investment Advisors, we strive to make sure your hard work continues to pay off for a lifetime—and beyond.

Ours is a fairly simple business model. Sheaff Brock Investment Advisors is a fee-only independent investment firm specializing in portfolio management for high net worth individuals. Our experienced team works to build and preserve your wealth over the long term—with the goal of improving performance and lowering your risk.

However, our approach to money management challenges many traditional assumptions about investing. Driven by discipline, data and a proven track record, we customize our proprietary strategies to meet your specific needs for income and/or growth while also reducing volatility and risk.

Also, with Sheaff Brock you can be confident that your investment advisors are focused entirely on your outcomes. As a fee-only money manager, Sheaff Brock completely aligns its interests with yours. We manage your portfolio with only one thing in mind: growing your wealth long term while protecting your assets today.

At Sheaff Brock, our experienced team works hard for your long-term investment goals—to make it easy for you to invest in your own success. And Sheaff Brock principal David Gilreath contributes his investment perspectives to CNBC, Investopedia.com, MD Magazine (Physicians' Money Digest), Seeking Alpha, and Wealth Management.