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.

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 >

For Retail Investors: Form CRS

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