Sheaff Brock Investment Advisors, LLC
Click on a link below to expand.
Investment Styles
At Sheaff Brock, if you desire we will conduct a thorough review of your current portfolio as it relates to your goals and objectives. Our services include making an assessment of your entire portfolio and managing accounts on a discretionary basis for growth, equity income, balanced accounts, or active covered call income. We are a conservative value oriented money manager. Our investment style is one of a contrarian sector rotation methodology mixed with value screens that look for stocks with a low P/E vs. earnings growth.
Our managed account services utilize individual equities and seek equity growth, equity dividend growth and income, or high income and growth from covered option writing.
Sheaff Brock currently serves approximately 650 households with assets under management of $350,000,000. Accounts begin at $200,000 or $250,000 depending on the strategy.
Our managed account services utilize individual equities and seek equity growth, equity dividend growth and income, or high income and growth from covered option writing.
Sheaff Brock currently serves approximately 650 households with assets under management of $350,000,000. Accounts begin at $200,000 or $250,000 depending on the strategy.
Money Management
An Expert Proprietary Investment Process to Facilitate Your Desired Investment Results
Sheaff Brock first identifies industry sectors that are fundamentally attractive for investing as well as currently out of favor—a Top Down Contrarian Sector Approach.
If an overall sector is in a decline, even the best “stock” within that sector is going to be affected.
Slightly contrarian, we focus on sectors currently out of favor, wait for them to demonstrate signs of improvement, and then enter those sectors.
By following the rotation of the market’s sectors, Sheaff Brock attempt to identify when the sectors are most in favor or turn negative.
Studies have shown that sector selection contributes nearly twice as much return as individual stock selection.
We then approach those sectors with our Bottom Up Screening process—a value approach in stock selection that encompasses Graham and Dodd value metrics
as well as our own in-house proprietary growth selection metrics.
A Greater and Higher Level of Client Services
We can meet with you in person or through a webcast, and if you’re unable to come to our Indianapolis office, we can travel to meet you.
We serve clients located all over the country. Because of technology there are no boundaries when it comes to delivering
top-quality service to you.
With Sheaff Brock, you also receive:
Personalized quarterly reports containing return information as well as gain and loss data..
Ongoing management of your portfolio and holdings.
Because of our size and staffing, Sheaff Brock is able to dedicate more resources to following and servicing your account. As our income is directly tied to your account value, Sheaff Brock actively seeks to reduce your expenses and understands our success is tied directly to yours.
Sheaff Brock first identifies industry sectors that are fundamentally attractive for investing as well as currently out of favor—a Top Down Contrarian Sector Approach.
If an overall sector is in a decline, even the best “stock” within that sector is going to be affected.
Slightly contrarian, we focus on sectors currently out of favor, wait for them to demonstrate signs of improvement, and then enter those sectors.
By following the rotation of the market’s sectors, Sheaff Brock attempt to identify when the sectors are most in favor or turn negative.
Studies have shown that sector selection contributes nearly twice as much return as individual stock selection.
We then approach those sectors with our Bottom Up Screening process—a value approach in stock selection that encompasses Graham and Dodd value metrics
as well as our own in-house proprietary growth selection metrics.
We look for the best companies that fit the criteria of the sector of interest.
A 10 minute video explaining our methodology can be viewed by clicking
A Greater and Higher Level of Client Services
We can meet with you in person or through a webcast, and if you’re unable to come to our Indianapolis office, we can travel to meet you.
We serve clients located all over the country. Because of technology there are no boundaries when it comes to delivering
top-quality service to you.
With Sheaff Brock, you also receive:
Personalized quarterly reports containing return information as well as gain and loss data..
Ongoing management of your portfolio and holdings.
Because of our size and staffing, Sheaff Brock is able to dedicate more resources to following and servicing your account. As our income is directly tied to your account value, Sheaff Brock actively seeks to reduce your expenses and understands our success is tied directly to yours.