Sheaff Brock Investment Advisors LLC

Sheaff Brock Investment Advisors LLC

Sheaff Brock Investment Advisors LLC

Overview
Date Founded

2001

Headquarters

8801 River Crossing Boulevard,Suite 100,Indianapolis, IN 46240-2295

Type of Company

Private

Employees (Worldwide)

29

Industries

Investment Services & Portfolio Management

Company Description

Sheaff Brock Investment Advisors provides discretionary advice to clients based on each client's individual objectives, time horizons, risk tolerance, and liquidity needs. The firm's investment recommendations are not limited to any specific product or service and generally include advice regarding: exchange-listed securities; securities traded over-the-counter; warrants; corporate debt securities (other than commercial paper); CDs; municipal securities; mutual fund shares; US governmental securities; and options contracts on securities.Sheaff Brock provides portfolio management services to clients using model asset allocation portfolios. Each model portfolio is designed to meet a particular investment goal. Portfolios can be blended to build an appropriate mix of income and growth potential for each client. Sheaff Brock offers the following portfolio options: IntelliBuilD Growth, Bulls of the Dow, Mid-Cap 10, Dividend Growth and Income, Covered Call Income, Preferred Stock Income, Core Plus Bonds, High Yield Bonds, Dynamic Allocation, Technical Long/Short, Alternatives (hard assets, foreign equities and currencies), and Option Overlays.

Contact Data
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Executives & Employees

Managing Director & Chief Investment Officer

Chief Compliance Officer

Managing Director

Vice President-Client Solutions, Administrative Coordinator

Director of Client Services

Principal

Senior Portfolio Manager

Portfolio Manager

Senior Vice President-Investments

Senior Vice President-Investments

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Awards & Honors
Rank #185
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #236
2014
Financial Advisor Magazine - Top RIA Survey
Rank #67
2014
Financial Advisor Magazine - Top RIA Survey, Asset Category: $500 Million to $1 Billion
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