Stability. Value. Yield.

Niche Investment Strategies for Your Business and Your Clients

With a wide range of investment strategies, Sheaff Brock Institutional Group puts you in the unique position of choosing portfolios with the potential to help you achieve the financial objectives of your clients. When traditional investment approaches aren’t enough, outsourcing to Sheaff Brock may offer innovative options to help you grow your business.

Below is a list of the portfolio strategies offered. For more data and analysis on any of the strategies simply download a Fact Sheet or call your Sheaff Brock representative today.

Growth Portfolios

Growth-and-Income Portfolios

Income Portfolios

Option Overlays

  • Index Income Overlay—An overlay strategy on the sale of a put option credit spread on an S&P 500 ETF with the investment objective to generate additional income. A short put is sold, usually 3% out-of-the-money, and that option is paired with a long 'insurance' put, usually with a strike price 15% lower. CONTACT A SHEAFF BROCK INSTITUTIONAL GROUP REPRESENTATIVE BY FILLING OUT THE QUICK CONTACT FORM ON THIS PAGE for more information.
Proprietary Strategies

Proprietary Strategies

Designed and formulated for institutional investors

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Sheaff Brock Institutional Group

Indianapolis, Indiana