Money Management


Sheaff Brock Investment Advisors, LLC, was founded in 2001. Its principal owners are Ronald Robert Brock and David Sheaff Gilreath. Its headquarters are located in Indianapolis, Indiana. The firm offers a range of investment services, including financial planning and portfolio management. To engage the firm’s services, you must have at least $500,000 in investable assets. Alternatively, you can opt for a combination of both services and hire a financial planner to manage your investments.

Elaine Kops-Bedel

Founded in 1989, Bedel Financial Consulting Inc is a registered investment advisory firm based in Indianapolis, Indiana. Its president and CEO is Elaine Kops-Bedel. She has been in the financial planning industry since 1979. She served as president and CEO of the Indiana Economic Development Corporation, and now focuses on retirement planning and investment management. It has $2 billion in assets under management and 54% of customer accounts are associated with high-net-worth individuals.

Sheaff Brock Investment Advisors specializes in investing for corporations, retirement plans, and trusts and charities. They also offer consulting services and offer growth and income portfolios. Clients can choose from the “Bulls of the Dow” portfolio, which tracks the top 10 stocks in the Dow Jones Industrials Index. Investors can also opt to invest in covered call options.

Paul T Massie

Sheaff Brock Institutional Group, a leading provider of investment strategies, has added Paul T. Massie to its team. Massie brings extensive experience from his 14-year career at New York Life, where he specialized in distribution through the RIA and Private Bank & Trust channels. While in the industry, he developed a deep understanding of the investment needs of financial institutions, focusing on the needs of individual investors.

Innovative Portfolios

The founders of Sheaff Brock Institutional Group, Dave Sheaff and Ron Brock, have spent many years in the industry. Dave is a former National Director of Intermediary Sales at Forester’s Financial in New York, where he developed a wholesaling force for First Investors Funds. Dave also held positions at AIG Financial Distributors, Jackson National Life, Genworth Financial, and Allianz Life Financial Services. Both men have extensive experience working with high-net-worth individuals. The firm was formed in November 2001, with four staff members and $65 million in assets under management. Since then, it has grown to 20 or more employees.

Sheaff Brock’s team of financial professionals utilizes various investment strategies to help investors achieve their financial goals. The team uses an array of strategies, including long-term, short-term, margin transactions, and options writing. The firm relies on fundamental analysis, quantitative analysis, and mutual fund and ETF analysis to make informed decisions about investments. Their team uses SmartAsset’s interactive map to highlight investment locations where a million dollars can last the longest in retirement.

Winthrop Capital Management

Sheaff Brock Investment Advisors recently launched the Sheaff Brock Institutional Group. Successful businesses often partner with specialized strategic partners who bring specialized knowledge and experience to certain areas of the business. The team offers full money management services for registered investment advisors and offers innovative product lines to fill gaps in the advisory business. This Indianapolis-based firm is dedicated to providing customized financial services and portfolio management for large institutions and high net-worth individuals.

The Sheaff Brock Institutional Group is headquartered in Indianapolis, Indiana, and has offices throughout 53 states. They specialize in tax planning, estate planning, retirement planning, and life-based event planning. In addition to Indiana, the firm serves the states of Ohio, Pennsylvania, and South Carolina. Additionally, they have offices in Virginia, West Virginia, Tennessee, and Utah. The team has earned a number of industry awards, including the CFA designation.

Cooke Financial Group

The Sheaff Brock Institutional Team specializes in strategic investments and wealth management services. The firm has been helping wealthy investors in Indiana for over 20 years. Their services include wealth management, strategic investment, and portfolio monitoring. They are also able to help institutions as well, like foundations and corporations, with strategic investment solutions. The firm combines the highest level of service with technological capabilities to give their clients the best possible experience.

Originally posted 2022-07-07 22:27:54.

Related Articles


Leave a Reply

Back to top button