Stevens Capital Partners

Stevens Capital Partners, Inc, formerly known as My Purposeful Wealth, is a registered Investment Adviser with the SEC, established in October 2021. The firm, based in Omaha, NE, specializes in Investment Management Services, Third-Party Managers, and Financial Planning Services. SCP offers tailored investment portfolios, financial planning, and continuous advice based on individual client needs. The firm's principal owner is David Stevens, and SCP reports $374,017,112 in Discretionary Assets Under Management as of January 24, 2025. Clients can impose reasonable restrictions on investments, and SCP does not have a minimum account size requirement. The fee structure for Investment Management Services is based on a percentage of assets under management, with a minimum annual fee of $5,000. SCP does not engage in performance-based fees or side-by-side management. The firm uses fundamental and modern portfolio theory for investment analysis and offers financial planning services covering various areas such as retirement planning, risk management, and estate planning. SCP acts as a fiduciary, putting clients' interests first, and does not vote client securities. Clients receive quarterly reports and have the option to choose their custodian. The firm does not have any financial commitments impairing its ability to meet obligations.