Stephens Group Asset Management LLC (SGAM) is an SEC-registered investment adviser, founded in 2017 by Witt Stephens, Jr. and Elizabeth Campbell in partnership with Alan and Bill Tedford. The Stephens family’s long-standing relationship as clients of the Tedford family provided a unique opportunity to grow the firm and market its established investment program.

Stephens Group Asset Management LLC’s Optimized Portfolio Strategy revolves around the proprietary index blends we utilize to build customized client portfolios based on your specific needs.