Our Investment Approach

Ron Brock and Dave Gilreath aren’t your typical “investment advisors.” When they left their corporate investment jobs back in the day, and started Sheaff Brock Investment Advisors, it was because they were tired of the same ol’ cookie cutter approach to investing. They figured there had to be a better way.

Dave Gilreath and Ron Brock, Managing Directors of Sheaff Brock Investment Advisors and Sheaff Brock Institutional

As a result, Sheaff Brock is far from “cookie cutter.” It is successful because of the perspective held by its founders, and by everyone who has joined the team since—there has to be a better way to approach investing for our clients.

There is a better way. We practice it every day. And while it’s based on some unique ways of looking at things, it’s also firmly rooted in disciplined investment practice and sound economic understanding.

We come to work every day knowing that our success means our clients’ success. Whether that client is an individual investor… an RIA representing 200 individual investors… or a portfolio manager representing 20,000 individual investors.