Stegner Investment Associates,

Investment Management · 11 Employees
Phone Number: 5028950122
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About
Stegner Investment Associates, Inc. (SIA) is an independent, fee-only investment consultant committed to assisting clients as a fiduciary in achieving their investment objectives through the use of mutual and collective funds. Our client base consists of endowments, foundations, corporate retirement plans, and high net worth individuals. We are an employee-owned firm and we are proud to have served clients since 1994. At SIA, we are committed to developing a diversified and disciplined strategy that helps clients' investments plans reach their full potential. At the same time, we are dedicated to establishing a lifelong relationship with each of our clients that goes well beyond what you might expect from an investment firm.  Ultimately, our success is measured by our performance relative to a client's investment objectives. It is our goal not just to meet, but to exceed, expectations. Through strategic planning, regular communication and ongoing benchmarking, you will not find a more accountable and performance-oriented partner than SIA.
Year Founded
1994
Social Media
Linkedin
Industry
Investment Management
HQ Location
233 Breckenridge Lane Louisville, Kentucky 40207, US
Keywords
InvestingFinancial AdvisingRegistered Investment AdvisorMutual and Collective FundsFee OnlyInvestment AdviserRetirement Planning401(k) PlansEndowmentsFiduciaryHigh Net-Worth Individuals
Location
  • 233 Breckenridge Lane Louisville, Kentucky 40207, US

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