Stegner Investment Associates, Inc.

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Description

  • 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.
  • location

    Headquarters:233 Breckenridge Lane , Louisville, Kentucky, United States

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  • Stegner Investment Associates, Inc. phone

    Phone Number: +1 502-895-0122

  • Stegner Investment Associates, Inc. website

    Website: https://www.stegnerinvestments.com

  • Stegner Investment Associates, Inc. employees

    Employees:8

  • Stegner Investment Associates, Inc. revenue

    Revenue:$1 - 10M

  • Stegner Investment Associates, Inc. legal name

    Legal Name:Stegner Investment Associates, Inc.

  • Stegner Investment Associates, Inc.'s Social Media

    Stegner Investment Associates, Inc. linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

CEO for Stegner Investment Associates, Inc.

Beth Peabody

Chief Executive Officer And Chief Investment Officer

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View Employees

Doug Peabody

President And Chief Operations Officer

Pamela Mccallum

Financial Operations Supervisor

Andre Mclean

Client Services Supervisor

Frequently Asked Questions regarding Stegner Investment Associates, Inc.

  • Where are Stegner Investment Associates, Inc.'s Headquarters?

    Stegner Investment Associates, Inc.'s Headquarters are in 233 Breckenridge Lane ,Louisville,Kentucky,United States

  • What is Stegner Investment Associates, Inc.'s phone number?

    Stegner Investment Associates, Inc.'s phone number is +1 502-895-0122

  • What is Stegner Investment Associates, Inc.'s official website?

    Stegner Investment Associates, Inc.'s official website is https://www.stegnerinvestments.com

  • What is Stegner Investment Associates, Inc.'s Revenue?

    Stegner Investment Associates, Inc.'s revenue is $1 - 10M

  • What is Stegner Investment Associates, Inc.'s NAICS code?

    Stegner Investment Associates, Inc.'s NAICS code is 523930

  • How many employees are working in Stegner Investment Associates, Inc.

    Stegner Investment Associates, Inc. has 8 employees

  • What is Stegner Investment Associates, Inc.'s Industry?

    Stegner Investment Associates, Inc. is in the industry of Financial Services

  • Who is Stegner Investment Associates, Inc.'s CEO?

    Stegner Investment Associates, Inc.'s CEO is Beth Peabody

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