As a fee-only registered investment advisory (RIA) firm based in Indianapolis, Indiana, Sheaff Brock Investment Advisors, LLC, strives for success by focusing on the satisfaction of the clients it serves. Through its efforts to create and preserve wealth utilizing various in-house strategies, Sheaff Brock has assembled a management team with well over 100 years of experience in the financial industry.
One of Sheaff Brock’s managing directors, founding principal, as well as CIO, David S. Gilreath, CFP, possesses over 35 years of experience in the financial services and contributes his investment perspectives to a variety of financial publications, including CNBC, Investopedia.com, MD Magazine (Physicians' Money Digest), Seeking Alpha, and Wealth Management. Ron Brock, a founding principal, CFO, and managing director, has more than 30 years of financial industry experience with some of the country’s largest financial institutions.
Senior portfolio manager Edward Humphreys II, CFA, CAIA, has more than 25 years of financial consultancy work, while portfolio manager Wally Taggart, who came out of retirement to serve the firm, has more than 40 years in the industry and is noted as one of Indianapolis’ first brokers to use options.
With its wealth of experience, Sheaff Brock seeks to challenge traditional investment assumptions in delivering its services to customers. Financial planning, money management, and portfolio strategies are among the offerings the firm provides
Phone
(866) 575-5700
Alternate Phone
(317) 705-5700
Address
8801 River Crossing Blvd., Suite 100 Indianapolis, Indiana 46240