Stegner Investment Associates

Stegner Investment Associates

Stegner Investment Associates (SIA) was founded in 1994 by a family lineage now represented by CEO and CIO Beth Stegner Peabody. The firm remains employee-owned and independent, operating from a single office in Louisville. Its workforce of 11 professionals includes three additional family members as well as a research team led by Director of Research John Evers. The firm deploys capital for a select group of clients across three distinct mandates: discretionary wealth management for high-net-worth individuals, fiduciary guidance for corporate and non-profit retirement plans — where it can act as an ERISA 3(21) Co-Fiduciary or 3(38) Investment Manager — and discretionary or non-discretionary management of non-profit operating, endowment, and foundation assets. SIA builds portfolios using an in-house proprietary research process that the firm says draws on decades of manager and specialist relationships. The geographic footprint remains focused on the United States. SIA's executive team holds more than 125 years of combined experience in investment consulting and administration. No recent operational event from the last 24 months could be verified. The firm is structured as a fee-only registered investment advisor, generating all revenue from client fees — a posture it presents as a structural safeguard against conflicts of interest. SIA's governance architecture sets it apart: it is employee-owned, with a family-named CEO/CIO and a president who also serves as chief compliance officer. This internalized control structure avoids the conflicts common to broker-dealer-affiliated wealth managers, and the firm's research function — led by a dedicated director — feeds directly into the investment committee decisions that shape client portfolios, rather than depending entirely on external model providers.