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Provider of management services to individuals, trusts and corporations.
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Alliance of independent financial advisers providing fee-only financial planning to middle-income individuals and families.
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Online branch of the community bank, providing accounts and access to bank services.
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Manager of assets in North America for pension funds, foundations, endowments and financial institutions.
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Member of Citigroup that provides products and services for consumer financing and personal financial planning.
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Investment management companies in Arkansas run the gamut from small CPA firms to giant investment companies. Which one to choose is up to you, but there are some key qualities to look for when deciding who to place your money with. Invest your money in the right Arkansas investment management company and learn to:
1. Get a financial education and figure out how money works.
2. Sort through the various Arkansas investment management firms, recognizing the differences each offers.
3. Choose an investment agency in Arkansas that offers individualized, quality service.
Action Steps
The best contacts and resources to help you get it done
Learn a little something about money prior to choosing an investment agency in Arkansas
Most people don't know much about personal finance. Some may think they can't make use of an investment management company in Arkansas because they simply don't make enough. The truth is that everyone can save money and make their retirement comfortable.
I recommend: Primerica handles investments but is one of the rare Arkansas investment firms that explains how money works. The firm works to educate you on life insurance, investments, buying things on credit card and more. Contact Primerica to see what they can do for you. BOSC, Inc. has a public finance division called Oppenheim. Oppenheim has offices in Little Rock and is a prominent financial adviser who also underwrites municipal bonds. Email one of the Senior Investment Bankers for more information.
Compare investment management firms in Arkansas
There are Arkansas investment management firms that pride themselves on solely doing business in the state of Arkansas, while others are nationwide conglomerates who do business as Arkansas investment management firms. There's nothing wrong with going this route as long as you still get personalized service and guidance from a qualified accountant.
I recommend: Scottrade is a nationwide company that allows you the opportunity to manage your investments online. Financial advisors are available to help you make wise choices. Stephens Inc. is an investment bank headquartered in Little Rock, AR. The bank teams you up with a personal Stephens financial consultant to assist you with your wealth management plan. Invest with Bank of Rogers, serving Northwest Arkansas. Their financial advisors have access to diverse analysis and research, along with hundreds of investments.
Choose an Arkansas investment management firm with you in mind, not just the bottom line
Some investment management companies in Arkansas have a template when it comes to creating investment portfolios, with each customer getting a similar plan. That's not the way to handle your investments. Instead, find a firm that creates customized plans aimed at getting you the most for your money.
I recommend: Raymond James has six offices in the Little Rock, AR metro area. The firm doesn't believe in a one-sit-fits-all approach to financial planning. Instead, they work with you to develop strategies that work for your life. Review their 5 step financial planning process for more information. Edward Jones has 100 financial advisors at your disposal in Arkansas. The advisors look at your individual needs and recommend investments that have proven themselves time and again.
Tips & Tactics
Helpful advice for making the most of this Guide
- • Ask others to recommend Arkansas investment services to you. Their recommendation can go a long way in helping you find a firm right for your business.


