With Stephens Private Client Group, you gain access to a
superior suite of investment accounts and money management
services. Our Managed Asset Programs includes:
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 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 mutual funds and exchange
traded funds (ETFs).
For more information on how Stephens Managed Asset Programs can
help you plan and manage your investment strategies, please contact
your Stephens
Financial Consultant for a confidential consultation.