Sheaff Brock Investment Advisors, LLC
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, active covered call income, or fixed income. We are a conservative value oriented money manager. Our investment style tends to lean to a contrarian methodology mixed with “quant” screens that look for stocks with growth at a reasonable price.
Our managed account services utilize individual equities and seek equity growth, equity dividend growth and income, high income and growth from covered option writing, and fixed income from corporate preferred stocks.
Sheaff Brock currently serves approximately 800 households with assets under management of $350,000,000. Managed accounts begin at $300,000.
Our managed account services utilize individual equities and seek equity growth, equity dividend growth and income, high income and growth from covered option writing, and fixed income from corporate preferred stocks.
Sheaff Brock currently serves approximately 800 households with assets under management of $350,000,000. Managed accounts begin at $300,000.