Sheaff Brock Institutional Group Leadership Team Indianapolis
The Sheaff Brock Institutional Group Leadership Team
David Sheaff, Co-Founder and President
David Sheaff is the co-founder and president of Sheaff Brock Institutional Group. He has over 30 years of experience in the financial industry and has been recognized for his expertise in investment management. David is responsible for the overall direction of the firm and is dedicated to delivering exceptional service to the firm's clients.
Brad Brock, Co-Founder and CEO
Brad Brock is the co-founder and CEO of Sheaff Brock Institutional Group. He has over 30 years of experience in the financial industry and is known for his innovative approach to investment management. Brad is responsible for the strategic direction of the firm and is committed to helping the firm's clients achieve their financial goals.
Mark Eskin, Senior Portfolio Manager
Mark Eskin is a senior portfolio manager at Sheaff Brock Institutional Group. He has over 20 years of experience in the financial industry and is responsible for managing the firm's investment portfolios. Mark is known for his disciplined investment approach and his ability to deliver consistent results for his clients.
Katrina Lamb, Head of Investment Strategy
Katrina Lamb is the head of investment strategy at Sheaff Brock Institutional Group. She has over 20 years of experience in the financial industry and is responsible for developing the firm's investment strategies. Katrina is known for her ability to identify investment opportunities and her commitment to delivering exceptional service to her clients.
What Sets Sheaff Brock Institutional Group Apart?
Sheaff Brock Institutional Group is known for their innovative approach to investment management. The firm's leadership team is dedicated to delivering customized investment solutions to their clients and is committed to providing exceptional service. The team is also known for their disciplined investment approach and their ability to deliver consistent results for their clients.
Advantages
- Approach to investment management
- Customized investment solutions
- Exceptional service
- Disciplined investment approach
- Consistent results
Disadvantages
- Only available to institutional investors
- High minimum investment requirements
- Relatively small team
FAQ
What types of clients does Sheaff Brock Institutional Group work with?
Sheaff Brock Institutional Group works with institutional investors, including pension funds, endowments, and foundations.
What is the minimum investment requirement for Sheaff Brock Institutional Group?
The minimum investment requirement for Sheaff Brock Institutional Group is $10 million.
What is the firm's investment philosophy?
Sheaff Brock Institutional Group's investment philosophy is based on a disciplined, long-term approach to investing. The firm believes in building portfolios that are tailored to each client's specific investment objectives and risk tolerance.
What is the firm's track record?
Sheaff Brock Institutional Group has a strong track record of delivering consistent results for their clients. The firm's investment portfolios have outperformed their benchmarks over the long term.
Conclution
Sheaff Brock Institutional Group is a team of investment professionals dedicated to delivering customized investment solutions to their clients. The firm's leadership team is known for their innovative approach to investment management and their commitment to delivering exceptional service. While the firm is only available to institutional investors and has high minimum investment requirements, their disciplined investment approach and consistent track record make them a top choice for many investors.