With Stephens Private Client Group, you gain access to a superior suite of investment accounts and money management services. Our Managed Asset Program includes:
Stephens Asset Maximizer
The Stephens Asset Maximizer account is designed for investors who may prefer to use a nationally acclaimed, professional money manager who concentrates on specific economic sectors. With this account you gain affordable access to some of the most talented, experienced money managers in the country at initial investment levels that are below the typical minimum thresholds. You can even choose specialized managers to satisfy your unique needs and interests.
Stephens AAA (Asset Allocation & Advisory) Services
Stephens offers our clients expert asset allocation and portfolio review consultations. Your Stephens Financial consultant will start with a questionnaire designed to measure your risk tolerance. Our investment experts then analyze the results and recommend a model asset-allocation plan. Finally, we build a personalized portfolio using a variety of high quality institutional mutual funds.
Accessing the Stephens Advantage
For more information on how Stephens Managed Asset Program can help you plan and manage your investment strategies, please contact your Stephens Financial Advisor for a confidential consultation.
