BACKGROUND OF FIRM AND HISTORY

Stacey Braun Associates, Inc. (Stacey Braun) is a Registered Investment Advisor under the Investment Advisors Act of 1940, as amended. Stacey Braun accepts designation as a fiduciary under ERISA.

Stacey Braun was founded in 1977 to provide asset management services to institutions and individuals.

At the end of December 2015, we had approximately $3.5 billion under management. Stacey Braun was included in an international newspaper of money management’s list of The Top Money Managers -Ranked by Total Worldwide Institutional Assets Under Management, which lists money managers based on assets under management.

Our growth has been primarily derived from investment manager searches and referrals based upon our investment performance.

Stacey Braun is an independent entity and is 100% employee owned.

We manage money for institutional clients as well as individuals. Institutional clients include:

  • Taft-Hartley Funds: Pension, Welfare, Annuity, and Supplemental Benefit Funds
  • Corporations
  • State and Local Government Employee Benefit Funds