Our Mission

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.

Our Clients

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.

<strong>High Net-Worth Individuals</strong>

High Net-Worth Individuals

SIA specializes in providing personalized discretionary wealth management services for high net-worth individuals to achieve their short- and long-term objectives.

Learn more
<strong>Retirement Plans&#160; &#160; &#160;&#160;</strong>

Retirement Plans      

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.

Learn more
<strong>Non-Profit Institutions</strong>

Non-Profit Institutions

SIA assists non-profit institutions, in a non-discretionary or discretionary role, with investing their operating, endowment or foundation assets. 

Learn more

Meet Our Team

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 Peabody

Beth Stegner Peabody

CEO & Chief Investment Officer

Ruth Trautwein, CFP®

Ruth Wimsatt Trautwein, CFP®

Director of Portfolio Management

Missy Vella

Missy Stegner Vella

Senior Client Development Associate

Douglas Peabody

Douglas D. Peabody

President, Chief Operating Officer & Chief Compliance Officer

John Evers

John Evers

Director of Research

André McLean

André McLean

Client Services Manager

Brandon Dant

Brandon Dant, CIMA®

Portfolio & Data Analytics Associate

Karen Bowman

Karen Bowman

Client Relationship Associate/Office Manager

Nick Jeffs, CFA®

Nick Jeffs, CFA®

Investment Research Analyst

Pam Rudd

Pam Rudd

Controller & Compliance Manager