Stegner Investment Associates, Inc. (SIA)

Louisville, Kentucky

Call (502) 895-0122 Visit website →

About

Stegner Investment Associates is a fee-only, SEC-registered investment advisor and employee-owned firm established in 1994 in Louisville, Kentucky. The firm serves high net-worth individuals, corporate retirement plans, and nonprofit institutions with investment management and financial planning services, including asset allocation, tax-efficient strategies, retirement planning, and estate planning coordination. SIA operates as a fiduciary using an in-house investment research process and manages approximately $2 billion in assets. The firm's leadership and investment specialists collectively bring over 125 years of industry experience.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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