Stephens Investment Management Group (SIMG) provides investment advisory services to institutions, high net worth individuals, pension plans, foundations, corporations, and mutual funds. SIMG focuses on U.S. equity securities, but may also invest in fixed income, mutual funds, and exchange-traded securities. SIMG manages client assets through seven distinct investment strategies.
Assets Under Management$7.6B
Clients174
Advisors11
Avg. per Client$44M
Avg. per Advisor$690M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
SIMG charges a percentage of the assets they manage. The maximum fee for each strategy is:
- Small Cap Growth Strategy: 1.25%
- Mid Cap Growth Strategy: 1.00%
- SMID Core Growth Strategy: 1.00%
- SMID Select Growth Strategy: 1.10%
- Leaders and Innovators Strategy: 1.00%
- SMID Hybrid Growth Strategy: 1.25%
- Artificial Intelligence and Automation Strategy: 1.00%
Fees are negotiable and vary depending on the size of the investment and the services provided.
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