Stacey Braun Associates, Inc

Stacey Braun Associates, Inc. offers asset management and financial planning services to unions, corporations, and their members and employees. Founded in 1977, the company initially focused on providing asset management to labor-management pension funds, union and corporate organizations, and individuals. Over the years, the firm's assets under management have grown significantly, reaching over $4.5 billion today. This growth can be attributed to successful investment manager searches and referrals driven by impressive investment performance. In 2001, the company expanded its services by establishing a "boutique" financial planning and investment division, comprising Registered Investment Advisors, Certified Financial Planners, and Enrolled Agents, to help individuals and families achieve their financial objectives. Stacey Braun Associates, Inc. has a long-standing history dating back to 1977 and has witnessed remarkable growth, managing substantial assets of over $4.5 billion currently. The firm's ability to attract and retain clients through its strong investment performance is evident in its successful track record. The establishment of a specialized financial planning and investment division in 2001 further underlines the company's adaptability and commitment to meeting the evolving needs of its clients.