Our Approach to Investment Management

We work with you to develop what you can, and to plan around what you cannot

Goals

Plan

Portfolio

We will work with you to develop a comprehensive understanding of your goals, needs and objectives, develop a financial plan, and then craft a tailored investment strategy.

Rearview shot of a senior couple going for a walk in the park

We take a long-term investment approach to building and managing wealth and are focused on managing risk over chasing investment returns.

With a planning led approach, we monitor, rebalance and adjust your portfolio (as needed) to align with your goals and manage it with taxes in mind.

We have a disciplined, objective research and investment process and believe that investment costs matter.

We believe in broad diversification and work with our clients to help tune out the noise of short-term market fluctuations.

Our goal is to serve as your trusted advisor and help you separate the emotions that often come with investing from sound, long-term investment decisions.

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Investment Policy Statement

We document your investment goals in a tailored Investment Policy Statement (IPS) which sets your overall portfolio management guidelines and lets us act on your behalf in a timely, proactive, and efficient manner.

Your Investment Committee

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Your investment organization includes an Investment Committee, made up of the Chief Investment Officer, Portfolio Implementation Manager, and each Wealth Advisor, responsible for:

  • Building, monitoring, and updating investment models
  • Defining strategies to manage short-, mid-, and long-term risks
  • Reviewing individual client investment performance and making recommendations for change, as needed

Investment Management and Beyond
with Stephens Wealth Management

We will work with you to develop a comprehensive understanding of your goals, needs and objectives, develop a financial plan, and then craft a tailored investment strategy.

Let's Get Started

Blogs & Podcast Episodes on Investment Management

Market Conditions & Their Impact on You

If you are feeling a little uneasy about market volatility or aren’t sure of the impact of policy changes on …

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Markets Surge, Challenges May Loom Ahead

Last year, the markets and US economy held up surprisingly well despite geopolitical tensions and stubborn inflation. The strength in …

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Dreaming of a Retirement Vacation Home?

Nearly 50% of our clients live in or rent more than one home throughout the year. Deciding whether to buy …

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Reflections on our Independence

As we approach the two-year anniversary of becoming an independent Registered Investment Advisor (RIA), I thought it made sense to …

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Cryptocurrency Executive Order (EO)

This blog assumes you know what cryptocurrency is. The Biden Cryptocurrency Executive Order EO serves as a high-level homework assignment …

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Young Women are Investing Earlier

Women are making money moves where it counts.  According to a recent study from Fidelity, young women are beginning to …

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*Please Note: Limitations. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Stephens Wealth Management Group, will be profitable, equal any historical performance level(s), or prove successful.

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