SIA is an independent, employee-owned firm led by a management team with over 125 years of combined investment consulting service experience. Our team is cohesive, collaborative and mutually supportive in our commitment to serving clients.
We are proud to manage approximately $2 billion in assets, while maintaining the focus and attention our clients deserve by only adding new clients at a measured pace.
Serving as fiduciaries since the firm's inception, we are bound legally and ethically to act in our clients' best interests with a duty to preserve good faith and trust.
We are proud of our team and the trusting relationships we have fostered with each client.
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