Leslie Ballantine
investment fund analyst at Stegner Investment Associates, Inc. - St. Matthews, KY, US
Leslie Ballantine's Colleagues at Stegner Investment Associates, Inc.
Leslie Ballantine's Contact Details
502-895-0122
Stegner Investment Associates, Inc.
Leslie Ballantine's Company Details
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.