Springsteel Investment Advisors ("SIA"), a Registered Investment Advisor, is more than a manager of investments. Working closely with you to define where you are today and where you want to go in the future, we develop a personal, tax-wise, comprehensive financial strategy. Our wealth management process includes investment management, tax planning, insurance protection, planning for estate and charitable giving, and wealth preservation. Our goal is to be your trusted partner for all your significant financial decisions.
Our Fiduciary Duty To You - As a Registered Investment Advisor, we have a duty to act in your best interest. We act independently of any brokerage firm and have no quotas. We welcome this responsibility because it speaks to a better way of doing business with your investment advisor. In short, the client comes first.
Advice Custom Built For You - We start with the end in mind and tailor our advice and investment management to your goals. There is nothing cookie cutter in how we approach your needs and the plan we build, manage and maintain for you.
Clear Custody of Your Investments - Your assets are held at independent custodians that send you separate statements for verification. This clear line between your advisor and the firm holding and reporting your assets to you provides you peace of mind. Although we can access other custodians, we have an established relationship with Charles Schwab as the primary custodian for our client assets.
Lifelong Accountability - We have a strong sense of accountability to you, your family and your legacy. We build life-long relationships based on trust, we are always here when you have questions, and we want you to use us for all of your important financial decisions. As part of our accountability to you, we will sit down with you on a regular basis to review your portfolio and your goals and make appropriate changes based on a comprehensive understanding of your financial life.
Fee Transparency - We clearly define our fees so you always know what you're paying for our services. In many cases, the fee we charge is based on a percentage of the assets we manage for you.