Access your
Review Our Client
Relationship Summary
|
Access your
Review Our Client
Relationship Summary
Sheaff Brock is committed to giving you exceptional attention and service, and we’ve assembled a team that is eager to help you. We call ourselves a client solutions team because it’s our goal to work closely with you to meet your financial needs and, as a result, achieve your unsurpassed satisfaction and loyalty. As our client, we’ll provide you with analysis, educate you about market environments and report on your investment performance. You’ll enjoy timely, experienced investment management as well as excellent service and reporting. In addition to your monthly statement, you’ll receive regular news on your investments, including periodic newsletters on the financial markets and quarterly performance reports on your accounts.
Sheaff Brock’s client solutions advisors serve as your personal contact with our firm. They will get in touch with you individually to answer your questions about your account and your portfolio’s performance, and are available to help you whenever you need it. You'll be working with your Portfolio Consultant and Administrative Coordinator, who are here to help you with portfolio strategy and direction, as well as any issues you may have with your account. You’ll find information about all of our team members here on the web site, and we encourage you to contact us directly with any of your questions or concerns. Once again, welcome!