Stephens tailors our capital management services to include passive and active investment strategies unique to each institutional client. We match risk tolerance with liquidity needs, while factoring macroeconomic and sector trends. This allows us to pursue constant innovation.
We are committed to product agnostic, independent advice. Our team-oriented approach creates solutions across asset classes, from stocks and bonds to hedge funds and private equity, fitting each client’s investment policy. We offer capital and asset management services for state and local municipal entities as well as many different businesses, including foundations, endowments and family offices. We are pension and retirement plan experts.
Strategic asset allocation is critical for long-term investment success. Our highly targeted Spectrum strategies utilize primarily exchange traded funds, on a discretionary basis, to gain exposure to a diverse mix of asset classes across equity and fixed income markets. The Spectrum Investment Committee keeps an unwavering focus on our clients' goals and continually monitors asset performance so our strategies reflect current realities.
We can help clients invest in a diversified portfolio across large, medium, and small-cap stocks through an affiliate, Stephens Investment Management Group, which specializes in domestic growth funds.