Policy Advisory | Stephens

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.

About Us

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.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

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.

Stephens & Atlassian Williams Racing

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.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Expertise

Education

Stephens can help finance education projects for K-12, colleges, and universities—including facility upgrades, classroom technology, student housing, and resources for teachers and staff.

Healthcare

Stephens can help finance medical facility projects, tech upgrades, and accessibility improvements for hospitals, including single specialty, general acute care, and children’s hospitals.

Public Safety

Stephens can help finance Public Safety projects supporting first responders, including fire, police, EMT services, and correctional facilities, to enhance emergency response and public protection.

Recreation

Stephens can help finance recreation projects of all sizes—parks, arenas, convention centers, and more—to enhance community life at city, county, and state levels.

Transportation

Stephens can help finance transportation projects of all sizes—from crosswalks to airports—supporting commerce and community connection through roads, bridges, railways, ports, and more.

Utilities

Stephens can help finance utility projects—water, sewer, electric, broadband, and more—supporting essential services with a solutions-focused approach to ESG risks for community infrastructure.

Policy Advisory

Policy Notes

Stephens Policy Advisory offers clients decades of experience, a global network of experts and unparalleled, exclusive insights to keep them a step ahead of their competitors. Please contact your Stephens Representative to gain access to the latest Stephens Policy Advisory Note.

We help clients navigate geopolitical risk and anticipate trends that will impact their businesses and investment strategies.

In a rapidly changing world, understanding and anticipating geopolitical change is a must. Stephens Policy Advisory offers clients decades of experience, a global network of experts and unparalleled, exclusive insights to keep them a step ahead of their competitors.

Independent Perspectives

Stephens’ more than ninety years of private ownership and deeply held commitment to independence gives us the freedom to provide our clients principled, realistic advice and insights into global change. From written analyses to policy calls to exclusive in-person briefings, Stephens Policy Advisory provides differentiated insights.

Actionable Insights

Stephens Policy Advisory provides our clients with timely analysis of geopolitical and market trends, drawing on our decades of experience at the intersection of politics and finance. Our expertise gives our clients a competitive edge at home and abroad.

A Global Network of Experts

Stephens Policy Advisory offers our clients access to a global network of renowned policy experts and practitioners. Anticipate the unexpected and capitalize with our community of decision makers, subject matter experts and industry professionals.

Our People

In the Media

Policy Notes

Please contact your Stephens Representative to gain access to the latest Stephens Policy Advisory Note.