Who We Are
What We Do
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 Stephens Story
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.
Our Brand Ambassadors
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.
Fixed Income Sales & Trading
Institutional Equities and Research
Private Wealth Management
Developing and maintaining an effective benefits strategy is an ongoing process that requires rigorous analysis of each organization’s evolving goals and needs.
At Stephens Insurance, we have extensive experience in underwriting and actuarial consulting, data analytics and benchmarking, self-funded risk management, and pharmacy benefit analysis.
Underwriting & Actuarial Consulting
Our predictive analytics address renewal projections for fully-insured clients, funding factors for self-funded clients, premium equivalent rates, COBRA, reserves, and more.
Data Analytics & Benchmarking
We monitor financial, utilization, and high-cost claimant reports for new trends and financing opportunities, then compare performance to health plan benchmarking survey data.
Self-Funded Risk Management
Our proprietary reporting system identifies key metrics on the employee population’s general health status, and specific actions the client can take to manage spending.
Pharmacy Benefit Analysis
Our in-house pharmacists develop and implement cost-effective solutions for the RFP and contracting process with Pharmacy Benefit Managers, to help clients maximize benefits.