Insights

Niche Client Base Stegner Investment Associates primarily serves endowments, foundations, corporate retirement plans, and high net worth individuals, indicating an opportunity to tailor services and solutions that meet the specific needs of institutional and high-net-worth clients.

Performance-Driven Approach Their emphasis on performance benchmarking and accountability suggests a readiness to adopt advanced analytics, reporting tools, or technology solutions that can further enhance transparency and client trust.

Growth Leadership The recent appointment of a new president and COO highlights strategic leadership expansion, potentially creating openings for relationship-building or executive-level engagement with decision-makers.

Mid-Size Market Focus With 11-50 employees and revenue in the $10-25 million range, SIA operates within a compact yet established segment, offering opportunities for scalable financial products or services tailored to similar mid-tier investment firms.

Technology Stack Utilization Utilizing cloud services like AWS and various integration tools indicates a receptive environment for innovative financial technology or cybersecurity solutions that support their performance and client service goals.

Stegner Investment Associates, Inc. Tech Stack

Stegner Investment Associates, Inc. uses 8 technology products and services including Amazon Web Services, Open Graph, Google Fonts API, and more. Explore Stegner Investment Associates, Inc.'s tech stack below.

Amazon Web Services

Cloud Hosting

Open Graph

Content Management System

Google Fonts API

Font Scripts

Font Awesome

Font Scripts

Site24x7

Real User Monitoring

reCAPTCHA

Security

Apache HTTP Server

Web Servers

Apache

Web Servers

Stegner Investment Associates, Inc. Email Formats	Example	Percentage
FLast@stegnerinvestments.com	JDoe@stegnerinvestments.com	83%
First.Last@stegnerinvestments.com	John.Doe@stegnerinvestments.com	17%

Stegner Investment Associates, Inc. Email Formats

Example

Percentage

FLast@stegnerinvestments.com

JDoe@stegnerinvestments.com

83%

First.Last@stegnerinvestments.com

John.Doe@stegnerinvestments.com

17%

Frequently Asked Questions

Where is Stegner Investment Associates, Inc.'s headquarters located?

Stegner Investment Associates, Inc.'s main headquarters is located at 233 Breckenridge Lane Louisville, Kentucky 40207 United States. The company has employees across 1 continents, including North America.

What is Stegner Investment Associates, Inc.'s phone number?

You can contact Stegner Investment Associates, Inc.'s main corporate office by phone at

+1-502-895-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Stegner Investment Associates, Inc.'s official website and social media links?

Stegner Investment Associates, Inc.'s official website is stegnerinvestments.com and has social profiles on LinkedIn.

What is Stegner Investment Associates, Inc.'s NAICS code?

Stegner Investment Associates, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Stegner Investment Associates, Inc. have currently?

As of April 2026, Stegner Investment Associates, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Ceo & Chief Investment Officer: B. S. P.President & Chief Operations Officer: D. P.President: B. S.. Explore Stegner Investment Associates, Inc.'s employee directory with LeadIQ.

What industry does Stegner Investment Associates, Inc. belong to?

Stegner Investment Associates, Inc. operates in the Investment Management industry.

What technology does Stegner Investment Associates, Inc. use?

Stegner Investment Associates, Inc.'s tech stack includes Amazon Web ServicesOpen GraphGoogle Fonts APIFont AwesomeSite24x7reCAPTCHAApache HTTP ServerApache.

What is Stegner Investment Associates, Inc.'s email format?

Stegner Investment Associates, Inc.'s email format typically follows the pattern of FLast@stegnerinvestments.com. Find more Stegner Investment Associates, Inc. email formats with LeadIQ.

When was Stegner Investment Associates, Inc. founded?

Stegner Investment Associates, Inc. was founded in 1994.

Stegner Investment Associates, Inc.

Q: What technology does Stegner Investment Associates, Inc. use?

Stegner Investment Associates, Inc.'s tech stack includes RSS, jQuery Migrate, WordPress, Contact Form 7, MySQL.

Q: What is Stegner Investment Associates, Inc.'s NAICS code?

Stegner Investment Associates, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementKentucky, United States11-50 Employees

Stegner Investment Associates, Inc. (SIA) is an independent, fee-only investment consultant committed to assisting clients as a fiduciary in achieving their investment objectives through the use of mutual and collective funds. Our client base consists of endowments, foundations, corporate retirement plans, and high net worth individuals.  We are an employee-owned firm and we are proud to have served clients since 1994.

At SIA, we are committed to developing a diversified and disciplined strategy that helps clients' investments plans reach their full potential. At the same time, we are dedicated to establishing a lifelong relationship with each of our clients that goes well beyond what you might expect from an investment firm.   

Ultimately, our success is measured by our performance relative to a client's investment objectives. It is our goal not just to meet, but to exceed, expectations. Through strategic planning, regular communication and ongoing benchmarking, you will not find a more accountable and performance-oriented partner than SIA.

Insights

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