Stegner Investment Associates

Stegner Investment Associates

Investment Management, 233 Breckenridge Lane, Louisville, Kentucky, 40207, United States, 11-50 Employees

stegnerinvestments.com

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phone no Phone Number: 50********

Who is STEGNER INVESTMENT ASSOCIATES

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 ...

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  • 233 Breckenridge Lane, Louisville, Kentucky, 40207, United States Headquarters: 233 Breckenridge Lane, Louisville, Kentucky, 40207, United States
  • 1994 Date Founded: 1994
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies
  • Beth Peabody CEO:   Beth Peabody

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Stegner Investment Associates Org Chart and Mapping

Beth Peabody

Chief Executive Officer

Employees

Beth Peabody

CEO & Chief Investment Officer

Ruth Trautwein

Co-Director of Portfolio Management

Doug Peabody

President & Chief Operations Officer

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Frequently Asked Questions Regarding Stegner Investment Associates

Answer: Stegner Investment Associates's headquarters are located at 233 Breckenridge Lane, Louisville, Kentucky, 40207, United States

Answer: Stegner Investment Associates's phone number is 50********

Answer: Stegner Investment Associates's official website is https://stegnerinvestments.com

Answer: Stegner Investment Associates's revenue is $10 Million to $25 Million

Answer: Stegner Investment Associates's SIC: 6282

Answer: Stegner Investment Associates's NAICS: 523940

Answer: Stegner Investment Associates has 11-50 employees

Answer: Stegner Investment Associates is in Investment Management

Answer: Stegner Investment Associates contact info: Phone number: 50******** Website: https://stegnerinvestments.com

Answer: 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.

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