Stegner Investment Associates Inc.
Stegner Investment Associates Inc. (SIA) is an independent, employee-owned Registered Investment Advisor (RIA) headquartered in Louisville, Kentucky. Founded in 1994, the firm specializes in unbiased fee-only investment consulting and wealth management. SIA serves high net-worth individuals, retirement plans, non-profit institutions, and corporate entities, providing both discretionary and non-discretionary investment services. The firm emphasizes fiduciary responsibility, conflict-free advice, and a personalized approach, backed by a team of experienced professionals. With 11 employees as of 2025, SIA is recognized for its dedication to client relationships and community engagement.
Investment Strategy
Stegner Investment Associates employs a highly tailored investment consulting strategy, combining in-house proprietary research and partnerships with leading industry specialists to create diversified, long-term focused portfolios. The firm develops customized solutions for high net-worth individuals, retirement plans, and non-profit organizations, acting in either a discretionary or non-discretionary fiduciary role. SIA avoids conflicts of interest by being fee-only and employee-owned, concentrating solely on serving client needs. Their investment philosophy centers around unbiased advice, prudent decision-making, and rigorous due diligence, seeking to achieve both short- and long-term financial objectives for clients.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 42.90% | $70.0M | 635,921 | $59.80 | $110.10 | +$10.9M |
I IWR | ISHARES TR | 20.10% | $32.8M | 356,643 | $62.17 | $91.97 | +$4.7M |
V VONE | VANGUARD SCOTTSDALE FDS | 11.15% | $18.2M | 64,771 | $179.73 | $280.86 | +$2.2M |
I IWB | ISHARES TR | 5.19% | $8.5M | 24,963 | $195.70 | $339.57 | +$346.7K |
V VOO | VANGUARD INDEX FDS | 3.57% | $5.8M | 10,245 | $322.44 | $568.03 | +$554.4K |