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 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.

Stephens & Williams Racing Partnership

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.

Our Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.

Insurance

Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

What We Do

Policy Advisory

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.