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.
Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
StephensChoice is a quality process for selecting and monitoring actively managed mutual funds. Our objective is to build a "Best of Breed" portfolio of actively managed funds across an array of asset classes. As a turnkey solution for your retirement program, the StephensChoice program provides a full range of plan education services. We have alliances with third party administrators which provide plan administration.
The investment platform enables investors to build an asset allocation that provides diversification and market return exposure for their risk tolerance and time horizon. To simplify the asset allocation decision for investors, our investment professionals have developed five Lifestyle Asset Allocation Models that provide appropriate allocations for the risk tolerance and time horizons of typical investors using the actively managed funds identified through the StephensChoice process.
Once chosen, selected actively managed funds are regularly monitored in a thorough and demanding manner. Actively managed funds unable to meet our high standards are replaced.
Contact us today to learn more about our unique approach to capital managment.
Actively Managed Funds
Equity
| Previously Offered Index Funds
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IMPORTANT PERFORMANCE INFORMATION
The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Additional information is available upon request. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Data shown is the most recent month-end on this Website. For more complete information about the actively managed mutual funds including investment objectives, risks, fees, expenses and charges, obtain a current prospectus by calling 1-800-643-9691 ext. 2505. Please read the prospectus carefully before investing.
Information included in this site was obtained from internal and external sources considered to be reliable but have not been independently verified and is not guaranteed as to its accuracy or completeness. Such information is believed to be accurate on the date stated.