For over 30 years, SIA has provided clients with unbiased investment consulting services. Our team is comprised of highly motivated, talented and experienced professionals, dedicated to establishing a trusting relationship with each client.
Proprietary Research Process
SIA's in-house investment research process incorporates decades worth of experience gained from leveraging our relationships with financial industry specialists and investment managers.
Independent & Employee Owned
SIA is totally responsible for corporate decisions that impact our ability to serve clients. We avoid conflicts of interest by having our revenue generated only from the clients we serve.
Stegner Investment Associates, Inc. (SIA) is an independent fee-only investment consultant and Registered Investment Advisor (RIA) with the Securities and Exchange Commission. SIA is committed to serving as fiduciaries as we assist clients in achieving their investment objectives.
SIA is committed to developing tailored investment strategies that meet the specific needs of each client, whether we serve high net-worth individuals, retirement plans or non-profit institutions. We are dedicated to establishing a trusted relationship with each client that goes well beyond what you might expect from an investment consulting firm.
SIA specializes in providing personalized discretionary wealth management services for high net-worth individuals to achieve their short- and long-term objectives.
SIA works with corporate and non-profit entities to provide unbiased fiduciary guidance to assist their committees in fulfilling their fiduciary duties as an ERISA 3(21) Co-Fiduciary or 3(38) Investment Manager.
SIA assists non-profit institutions, in a non-discretionary or discretionary role, with investing their operating, endowment or foundation assets.
SIA is an employee-owned RIA (Registered Investment Advisor) established in 1994. We provide tailored investment consulting services to a select group of clients. Our executive team has more than 125 years of experience in investment consulting and administration. We are a team of specialists in the areas of portfolio management, research and client services.
Beth Stegner Peabody
CEO & Chief Investment Officer
Ruth Wimsatt Trautwein, CFP®
Director of Portfolio Management
Senior Client Development Associate
President, Chief Operating Officer & Chief Compliance Officer
Director of Research
Client Services Manager
Portfolio & Data Analytics Associate
Client Relationship Associate/Office Manager
Investment Research Analyst
Controller & Compliance Manager