Founded in 1933, Stephens is a privately-held, global financial services company.
Stephens Capital Management was created in 1983 to invest for the Stephens family and our clients. The key to our success is our investing acumen. We utilize our market expertise in conjunction with an in-depth understanding of each client’s specific goals to offer uncompromised, independent investment advice. We’ve earned the long-term trust of our clients, which include state and local governments, foundations, pension and retirement funds, colleges and universities, families, as well as both public and private companies.
Our team-oriented approach creates solutions across asset classes, from stocks and bonds and asset allocation strategies to hedge funds and private instruments, according to each client’s unique investment policy and outlook. SCM tailors passive and active investment strategies unique to each institutional client. We match risk tolerance with liquidity needs, all while factoring in macroeconomic and sector trends. Doing so allows us to evaluate positions constantly.
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. The portfolios we create are diversified and unique to each and every client. We quantify risk and make sure that our recommendations are aligned with our clients’ investment interests.
Uncompromised, Independent Investment Advice
At Stephens Capital Management, we understand what it takes to help clients accomplish their financial goals. Running throughout our offerings below is our commitment as fiduciaries to put the optimal structure and strategy in place to reach those goals.
Our highly targeted Spectrum strategies are an integral part of asset allocation for high-net-worth clients. (We also use asset allocation strategies in our management consulting offerings below.) We 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.
Our team collaborates with Stephens Fixed Income Sales & Trading to manage client assets on a discretionary basis. The Stephens Capital Management Fixed Income Strategy Program includes overseeing investment policy, strategy, security selection, and investment decisions.
We serve as a combination of financial advisor and consultant. We combine our client-centered approach with specialized financial insight to deliver exceptional consulting for governmental and corporate pension plans, endowments, foundations, and family offices. Our team brings a wealth of experience and technical knowledge to create high-performing investment strategies to our clients. We develop investment policies, create asset-liability models and customized asset allocation plans, design tailored reporting, and can incorporate independent custodianship for account assets. It is not uncommon for us to run a Request for Proposal process to find a new record keeper or fund administrator. We’ll assist our client in finding the right vendor.
Most Americans rely on the employer-sponsored plan as the foundation of their retirement savings. From the employer perspective, offering the right retirement plan is important for many reasons, not the least of which is attracting and retaining the very best talent in their respective industries. SCM intimately understands the needs of plan sponsors, which is why we’re a leading provider of fiduciary services in this field. We serve clients with as few as five employees and others in excess of 1,000.
Our specialized knowledge of what it takes to create the optimal retirement plan, as well as our arsenal of retirement tools, allows us to assist plan sponsors with their 401(k), 403(b), 457, defined benefit, and non-qualified deferred compensation plans. Our team helps plan sponsors manage their fiduciary responsibility, in either a 3(21) or 3(38) capacity, and implement the appropriate processes for plan decision-making. As a trusted advisor to the plan, we assist with Investment Policy Development & Review, Manager Search & Selection, Pension Risk Transfer Consulting, Performance Reporting & Monitoring, Plan Design & Benchmarking, and Record-keeper/Administrator Searches.
Our sole focus (unfortunately a bit of a rarity these days among the big firms wanting to sell their branded products) is to provide genuinely independent and unbiased guidance that is always in the best interests of the plan sponsor and its employees.
SCM offers our clients access to a wide variety of alternative investment strategies. We take a thoughtful approach to assisting clients in identifying the appropriate alternative strategies based upon their investment objectives, risk profiles and liquidity preferences. The investment options include access to hedge funds, co-investments, infrastructure, private equity, private debt, real estate, and secondaries. We actively collaborate with the client throughout the entire process, from strategic planning and implementation to fee negotiations and performance monitoring, all while offering ongoing education.
At Stephens Capital Management, the most important thing we do every day is to think, act, and serve our clients. SCM’s independent outlook on investing and the capital markets is what drives us to be trusted advisors to boards of trustees, colleges, hospitals, other leading institutions, as well as families.
At SCM, we treat all of our clients—families and institutions alike—as we would our very own families. As trusted advisors, we are focused on ensuring that our clients receive the advice, counseling, and performance that they deserve and expect.
o: 501-377-8088 | 800-755-1538
F.E. (Bo) Brister IV