One-on-one Guidance

We’re here for you. Your portfolio manager will take the time to answer any questions you have, transparently. Our firm was built to provide personalized financial strategies, and we believe the best way to do that is to listen and understand the objectives that are most important to you.

Fiduciary Standard

As independent fiduciaries, the advice we provide is always in the best interest of our clients. We are not brokers. We do not sell investment or insurance products and have no vested interest in any financial products.

Reach Your Financial Goals

Will your loved ones be taken care of? Will your savings last through retirement? Are you currently doing enough to maintain your financial health? We understand the challenges and responsibilities you face, and we are here to assist you in taking control of your financial future.

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Our Philosophy

From portfolio design, to portfolio management, to communications and meetings with you, our process focuses on your investment goals and needs. These are no pooled accounts or pre-established portfolio structures that you must accept. Your portfolio is designed and managed specifically to meet your values, guidelines, and goals.


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Fiduciary Duty

Simply put, as fiduciaries, we have a defined legal obligation to act solely in our clients’ best interests, whereas non-fiduciaries are only required to sell what they believe are suitable investments for their clients. We are required to monitor not only your investments, but your changing financial situation as well, on a regular basis. By choosing Saint Louis Investment Advisors, a professional, independent fiduciary, your finances will be in good hands for generations to come.

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Are We Right For You?

That depends on what your objectives are.
Saint Louis Investment Advisors provides customized investment management services for individuals in these areas: IRAs, IRA Rollovers, Roth IRAs, Pension or 401(k)/403(b) Distributions, Joint Tenancy Accounts, and Personal Trusts.


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