A complete list of active advisors currently associated with Saint Louis Investment Advisors Inc

Warmer can help you find a great advisor at Saint Louis Investment Advisors Inc or one who fits your needs even better.

Saint Louis Investment Advisors provides discretionary portfolio management and financial planning and consulting primarily for individual and high-net-worth clients, and also manages accounts for a limited number of institutional and charitable organization clients — a client mix that is uncommon for similar independent advisers. The firm charges asset-based advisory fees for portfolio management and offers hourly financial planning or consulting engagements. The firm's investment approach centers on strategic asset allocation using a core-and-satellite framework, with passive index and ETF exposures as the core and selectively added active managers or individual securities as satellites; portfolios are globally diversified and monitored for periodic rebalancing. It generally manages client accounts on a discretionary basis and may implement a range of strategies from long-term holdings to shorter-term trading and options when appropriate. Noteworthy distinctions include the firm’s role providing portfolio management to institutional and charitable clients, which is statistically rare among peers, and its continuity of management dating back to the mid-2000s. The firm also states it does not accept performance-based fees, maintains relationships with major custodians for execution and custody, and does not vote client proxies, which affects how proxy matters and custody reporting are handled for clients.

To learn more about the advisors currently working at Saint Louis Investment Advisors Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.