Stephens Group Asset Management LLC (SGAM) is an SEC-registered investment adviser, founded in 2017 by Witt Stephens, Jr. and Elizabeth Campbell in partnership with Alan and Bill Tedford. The Stephens family’s long-standing relationship as clients of the Tedford family provided a unique opportunity to grow the firm and market its established investment program.
The business and personal relationship between the two families dates to 1966. The alignment of values, business practices, and economic perspectives has enabled SGAM, in partnership with the Stephens Group, to provide customized wealth management and discretionary advice to a wide range of clients. In 2019, SGAM expanded its offerings to include non-discretionary advice to 401k plans.
1960s – Today
Stephens Inc. hires Bill Tedford as its first stockbroker, beginning the relationship between the Tedford and Stephens families
Bill establishes Stephens Capital Management and becomes portfolio manager for all SCM fixed income accounts
Bill becomes the manager of the Equity Division of Stephens Inc.
Bill is elected Chairman of the National Business Conduct Committee of the NASD
Bill is elected Chairman of the Board of Governors of the NASD
Bill begins three-year term on the NASDAQ board of directors
Bill’s son, Alan Tedford, joins Stephens Inc.
Alan named Fixed Income Portfolio Manager for Stephens Capital Management
Alan and Bill develop an all-ETF asset allocation strategy for managing investments at Stephens Inc., establishing the methodology SGAM uses today
Alan and Bill begin managing investments for Witt Stephens, Jr. and Elizabeth Campbell
Alan and Bill establish Stephens Group Asset Management LLC in partnership with Witt Stephens, Jr. and Elizabeth Campbell