Stevens Capital Partners featured in Inc. – Redefining wealth with purpose by helping clients pursue meaning, not just money. Read the article
Your investments should always be aligned with your unique situation. We take great care building and maintaining a comprehensive financial plan for each client. Your plan includes each aspect of your financial life.
We then apply sophisticated statistical simulations to determine the optimal mix of investments for your unique plan, preferences, goals, and aspirations.
We’ll take you through a comprehensive risk analysis to gain insights into your tolerance for volatility and your desire for growth. You’ll see your current portfolio compared to our recommended mix. We’ll show you how they stack up to your financial plan and risk profile. We can stress test both portfolios against various market-moving events to quickly show you how each portfolio might fare in different market environments.
Our strategic allocation guides all of our long-term decisions. This includes determining the best balance of stocks, bonds, and cash for you in a “perfect world.” We continually improve on your plan by controlling the things we can control. By using low-cost, tax-friendly investments when making financial planning decisions, we help you work toward achieving your biggest goals.
We use four rules to assist us in making these decisions:
Sometimes capital gains taxes associated with repositioning a portfolio outweigh the need to shift to our preferred investment. When this is the case, we try to work around those positions to build the appropriate portfolio without incurring unnecessary taxes
Many clients have significant exposure to their company’s stock through options, Employee Stock Purchase Plans, or Restricted Stock Units. We help these clients design an appropriate sales or hedging strategy to take emotion out of the process and reduce risk while allowing for potential future appreciation.
For qualified investors, private market investments may play a role in enhancing diversification and supporting long-term goals. We provide thoughtful access to private equity, private credit, and other alternatives, evaluated through rigorous due diligence and intentionally integrated alongside public market investments.
We communicate regularly with you and your other trusted advisors. As our client, you’ll have easy access to monthly account statements, personalized quarterly performance, and your asset allocation. You can see how your portfolio performs in real-time and how it’s behaved in the past relative to stated guidelines and benchmarks.
Dynamic portfolio management, comprehensive wealth planning, and a regimented review process help to ensure that all your financial affairs are current, organized, and aligned with your
vision for your life and your legacy.
Our services aren’t limited to traditional financial planning and wealth management. We are your “partners” and a trusted resource for all your needs.
