Stacey Braun Associates, Inc. was founded in 1977 for the primary purpose of providing asset management services to labor-management pension funds, union and corporate organizations as well as individuals. In 1977 Stacey Braun’s assets under management totaled approximately $60 million. Today, over thirty-six years later, the Firm manages over $3.5 billion. Since we do not advertise our growth has been derived from investment manager searches and referrals based upon the Company’s investment performance.
Stacey Braun is a Registered Investment Advisor under the Investment Advisors Act of 1940, as amended and accepts designation as a fiduciary under ERISA. The firm specializes in separate account management.
In 2001, our Financial Planning Division was created in response to a need for objective programs that would help the employees and union members of our institutional clients better comprehend their personal finances and help them attain their financial goals. A founding concept was that these services would be offered in an unbiased fashion and without sales pressure. Twelve years later, our Financial Planning Programs are available to over 600,000 participants in the tri-state area.
The growth of this division, as well as the multitude of positive evaluations we have received from participants speaks to the effectiveness and popularity of our financial planning programs.
Stacey Braun is an independent, employee owned business with no affiliations to other companies.