Stephens Private Client Group – Investment Management | 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.


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 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.

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.

Private Wealth Management

Investment Management

Your hopes, dreams and concerns are unique to you. We invest with your goals in mind. Each of our Financial Consultants has the expertise and knowledge you deserve to create a personalized approach to help you achieve your financial objectives.

Our Services

Our Financial Consultants have the tools and resources you need. We draw upon a diverse suite of investment solutions tailored to your financial situation. Our process is customized based on your goals to provide clarity and insight to assist in making the best decisions throughout your financial journey.

Our Approach

Assess Your Financial Needs

To begin, you and your Financial Consultant discuss your investment goals, time horizon, risk tolerance, liquidity needs and concerns.

Analyze Your Current Investments

Our evaluation identifies potential opportunities to strengthen the alignment of your existing portfolio to your long-term investment goals.

Implement & Manage Your Investments

Using a broad range of financial solutions, your Financial Consultant creates and manages an asset allocation strategy to help you achieve your goals.

News & Perspectives

The Private Client Group

Contact one of our experienced Financial Consultants today to learn more about how we invest with your goals in mind.