Our purpose is to create and manage a portfolio that not only reflects the goals and culture of an institution or family, but also to establish the best plan to grow that portfolio.
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 capital investment management 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 investment management professionals combine customized service with decades of specialized expertise. We have many longstanding client relationships. Discover how we can deliver enduring value.