John Joseph Stephens

Portfolio Manager-Equities at

TCI Wealth Advisors, Inc.

Consumer Services

Finance

Profile

Dr. John J.
Stephens is an Advisor & Shareholder at TCI Wealth Advisors, Inc. He received Bachelor of Science in Biology from Stanford University, MD in Medicine from University of Arizona & MBA, Business Administration and Management from Arizona State University.

John Joseph Stephens active positions

Companies	Position	Start
TCI Wealth Advisors, Inc. TCI Wealth Advisors, Inc. Investment ManagersFinance TCI employs a long-term, fundamental investment approach. The firm believes that the best investment results come from a low-cost index-based asset allocation approach with a disciplined rebalance strategy. They work with each client to set objectives for the client’s portfolio based on the client's investment objectives, risk tolerance, investment horizon and other factors. TCI then develops an asset allocation for the client and allocates assets across asset classes, including stocks, bonds and short-term investments, both domestic and foreign.	Portfolio Manager-Equities	2022-12-31

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Linked companies

Private companies	4
Stanford University Stanford University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Arizona State University Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
TCI Wealth Advisors, Inc. TCI Wealth Advisors, Inc. Investment ManagersFinance TCI employs a long-term, fundamental investment approach. The firm believes that the best investment results come from a low-cost index-based asset allocation approach with a disciplined rebalance strategy. They work with each client to set objectives for the client’s portfolio based on the client's investment objectives, risk tolerance, investment horizon and other factors. TCI then develops an asset allocation for the client and allocates assets across asset classes, including stocks, bonds and short-term investments, both domestic and foreign.	Finance
University of Arizona College of Medicine University of Arizona College of Medicine Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services