Happy Sheaff Brock Anniversary to National Business Development Director Christy Jordan (14 years) and Senior Portfolio Manager Edward "JR" Humphreys II, CFA, CAIA (9 years)! You both have brought dedication, hard work, and a problem-solving approach to your roles and it continues to make a huge impact. Cheers to another year of success and achievements! We don't know where we would be without you two.
Sheaff Brock Investment Advisors
Investment Management
Indianapolis, Indiana 343 followers
Innovative Portfolios for Intelligent Investors
About us
Fee Only Portfolio Management As a fee only money manager, our focus is on one thing, your portfolio. Our success is directly tied to yours, because the only way our income grows is when our assets under management—your assets—grow. We are all pushing the ball in the same direction. Experienced Professionals Who Put Your Interests First You expect and deserve a relationship with unbiased trusted advisors who manage your portfolio with your goals in mind; who provide hands on management of your investments, and we focus on one thing: your financial future. 100 Years of Combined Experience at Your Disposal You deserve independent, unbiased investment solutions. At Sheaff Brock, we work directly with you to ensure that all of your financial needs are identified and addressed. Important disclosures: https://sheaffbrock.com/social-media-disclosures
- Website
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http://sheaffbrock.com/
External link for Sheaff Brock Investment Advisors
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Indianapolis, Indiana
- Type
- Privately Held
- Founded
- 2001
Locations
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Primary
Get directions
8801 River Crossing Boulevard
Suite 100
Indianapolis, Indiana 46240, US
Employees at Sheaff Brock Investment Advisors
Updates
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Investor Type #731: The Vacationers Where are you headed? No matter whether you’ve been planning your next trip for years or are just getting started, at Sheaff Brock, we can help you get there. Click the link to get your investment journey started. https://lnkd.in/gKRUsumC
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As federal fund rates begin to fall, one stock sector may be on the rise. Research Analyst & Portfolio Manager Tom Kaiser, CFA, CPA and Senior Portfolio Manager Edward "JR" Humphreys II, CFA, CAIA explore how buying REITs could benefit you right now. Click the link below to read more in their Medical Economics article! https://lnkd.in/gjQpGqjF
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Are you looking for a high-yielding alternative investment to diversify your portfolio? Business development companies (BDCs) might be just what you need! Managing Partner David Gilreath and Research Analyst & Portfolio Manager Tom Kaiser, CFA, CPA dissect what BDCs are and how they work in their Investing.com article. Click the link below to learn more! https://lnkd.in/gr9rBSaD
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"If it trades like a bull market, it's a bull market" - Colm O'Shea. Check out the latest Sheaff Brock newsletter by clicking the link below! https://lnkd.in/gpRs_zsP
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The real estate sector has been unloved for the past few years, but now might be the time for REITs to shine again! Learn more in our latest blog by clicking the link below. https://lnkd.in/gVX-jv3G
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Since the 1940s, there have been several bull markets that lasted five years or more. Is it possible that we're entering one of those longer-lasting bull markets now? Check out what Managing Partner David Gilreath thinks in his latest webinar. Click the link below to watch! https://lnkd.in/gkdxhyHe
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Advisors typically turn to traditional securities to seek income for their clients. But Senior Manager JR Humphreys says that there's one asset class that might be overlooked. Want to learn what it is? Click the link below to find out! https://lnkd.in/gmwwUnFW
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