Captive Insurance Companies
Is your investment portfolio positioned for rising interest rates and inflation? Stephens works with captive insurance companies to craft risk managed portfolios that meet their company’s specific business objectives.
We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.
The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.
Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.
We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Is your investment portfolio positioned for rising interest rates and inflation? Stephens works with captive insurance companies to craft risk managed portfolios that meet their company’s specific business objectives.
Whether we serve as an outsourced CIO, a pension management consultant, or in a traditional advisory role, our clients come first. These include companies, government entities, foundations and endowments, family offices, and high net worth individuals.
Stephens Capital Management provides a broad array of discretionary and non-discretionary programs. Our solutions range from the conservative to the speculative in nature. We continuously evaluate funds on performance, fees, and manager adherence to stated objectives. This enables us to pursue asset preservation or appreciation as needed for trust programs, qualified retirement plans, and more.
Our capital management professionals combine customized service with decades of specialized expertise. We have many longstanding client relationships. Discover how we can deliver enduring value.