Stephens Professional Strategies Group offers
a superior suite of Executive and Private Company financial
services. Our dedicated team of experienced professionals can
provide you with financial strategies designed to integrate your
personal needs with your corporate financial concerns.
As a merchant bank and a private, family-owned company, Stephens
brings in-depth knowledge and experience to helping private
companies accomplish their goals. Stephens' team of expert
Financial Consultants can assist you in developing strategies in
vital areas of Private Company wealth management.
With Stephens Professional Strategies Group, you can be
confident that you will enjoy the highest quality of personal
service and the rewards of expert wealth management strategies. Our
areas of expertise include:
- Corporate Stock Buybacks
- Trading Expertise for Best Execution
- Regulatory Expertise through "Safe Harbor" of SEC Rule
10b-18
- Executive Services
-Personal Brokerage Accounts
-Stock Options, Margin Loans, Section 144 Stock
- Management and Ownership Succession
- Planning for Family Members with Disparate Interests
- Liquidity
- Income Tax and Estate Matters
- Wealth Management
Open communication, responsive service and Stephens' premier
suite of financial products and services are available to you
through the Stephens Professional Strategies Group. Contact your Stephens Financial Consultant for a
private consultation.