Money Management

We find there′s a tendency to put money managers into a specific category: top-down, fundamentals-driven, dividend-focused, and so on. At Sheaff Brock, we consider ourselves conservative, yet independent, money managers. We′re value-oriented and we avoid undue risk. But we aren′t scared of volatility as an approach to get to returns, which is a completely different concept. And we have a healthy respect for stocks, especially for people building their retirement investment income.

We use sophisticated research, technology, and data to quantify our decision-making, and we pride ourselves on not getting distracted by the conventional wisdom of the moment. So we think our investment style is probably better described as ″contrarian conservative.″

Designed for intelligent investors

Our managed account services are designed for the intelligent investor. The Sheaff Brock team has an understanding of the market that spans decades, as well as the ability to interpret data to make the best decisions for your portfolio. At least as important as this experience, however, is Sheaff Brock′s ability to work with you to understand and fulfill your specific investment goals. Our team works to understand your needs, not just when you first come to us, but throughout our relationship.

As an investor, you'll know exactly what's going on with your account and the market. Sheaff Brock provides:

  • Periodic newsletters—bulletins that provide our commentary about recent investment opportunities and portfolio performance.
  • Personalized quarterly reports containing return information as well as gain and loss data.
  • Ongoing management of your portfolio and holdings.
  • Access to a Client Solutions Team member, who will always answer your calls when you have a question.

If you'd like references, we're happy to provide them. Our clients are located all over the country; there are no boundaries when it comes to delivering top-quality service to you. If you'd like to learn more, This email address is being protected from spambots. You need JavaScript enabled to view it..