Capital Management

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Stephens Capital Management offers our clients discretionary management of both equity and fixed income assets. Our assets under management have grown considerably because we are able to adapt our strategies to a changing financial environment while maintaining a focus on long-term growth and capital appreciation.

Our fixed income strategy is based on our analysis of Federal Reserve monetary policy as it relates to intermediate-term trends in inflation and interest rates. This analysis has built a impressive performance track record for over 25 years.

Our approach is based on our belief that disciplined management of AAA government and agency bond portfolios will maximize risk-controlled returns over full market cycles.

 Fixed Income Returns

William Lee Tedford, Jr., an Executive Vice President of Stephens Inc. and Chairman of the Fixed Income Management Committee and Portfolio Manager of SCM, has developed and uses a proprietary model designed to forecast inflation. The model reflects past and historical relationships of inflation to monetary base and oil prices. The future behavior of inflation is influenced by many factors (many of which are themselves unpredictable) and will not necessarily continue to follow historical patterns. The model, by itself, cannot guide an investor as to what securities should be bought or sold nor as to when to buy or sell. 

For investors concerned about preserving and enhancing their capital in uncertain times, Stephens Capital Management has developed an innovative, focused investment strategy: Real Return.

Real Return provides investors with protection against inflation and monetary instability through investments that are likely to perform well during inflationary periods.

Learn more about our Real Return Strategy >

William Lee Tedford, Jr., an Executive Vice President of Stephens Inc. and Chairman of the Fixed Income Management Committee and Portfolio Manager of SCM, has developed and uses a proprietary model designed to forecast inflation. The model reflects past and historical relationships of inflation to monetary base and oil prices. The future behavior of inflation is influenced by many factors (many of which are themselves unpredictable) and will not necessarily continue to follow historical patterns. The model, by itself, cannot guide an investor as to what securities should be bought or sold nor as to when to buy or sell. 

Through pooled equity investment products, such as mutual funds or exchange traded funds (ETFs), we invest in a diversified portfolio that may include large, medium and small capitalization stocks.

Stephens Investment Management Group, an affiliate, specializes in domestic equity investment management focused on small and mid-capitalization growth companies.

Our Asset Allocation and Advisory (AAA) strategy provides investors with long-term growth of capital through investments in ten proprietary asset allocation models.

AAA manages client assets on a discretionary basis to model portfolios comprised of exchange traded funds (ETFs) designed to replicate the performance of selected market indexes. The ETFs offer exposure to multiple asset classes that are sufficient to construct diversified model portfolios.

Learn more about our Asset Allocation and Advisory (AAA) strategy >

William Lee Tedford, Jr., an Executive Vice President of Stephens Inc. and Chairman of the Fixed Income Management Committee and Portfolio Manager of SCM, has developed and uses a proprietary model designed to forecast inflation. The model reflects past and historical relationships of inflation to monetary base and oil prices. The future behavior of inflation is influenced by many factors (many of which are themselves unpredictable) and will not necessarily continue to follow historical patterns. The model, by itself, cannot guide an investor as to what securities should be bought or sold nor as to when to buy or sell. 

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