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.
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.
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
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
Blogs & Podcast Episodes on Investment Management
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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.