SAINT LOUIS INVESTMENT ADVISORS INC

Overview

Saint Louis Investment Advisors Inc. is a small, owner-operated advisory firm that concentrates on equity-driven portfolio management for both individual/family clients and institutions. The firm’s practice centers on discretionary management — nearly all of its assets are managed on a discretionary basis — with a clear preference for exchange-traded equities as the primary building block of client portfolios. Fee arrangements include a percentage of AUM and hourly charges, which suggests the firm blends ongoing asset management with project-based planning or consulting work. The firm’s investment approach appears to favor liquid, tradable instruments—primarily equities and exchange-traded products—while supplementing core equity exposure with third-party alternative managers in hedge funds and real estate. Mutual funds and corporate debt are used as complementary holdings where appropriate. Saint Louis Investment Advisors Inc. does not present itself as an active ESG investor and operates as a single-state, unclassified adviser under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices