Stuart Investment Advisors, Inc.

Carl Stuart is a financial advisor with Stuart Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior work includes roles at GLG (Gerson Lehman Group Inc) and Raymond James Financial Services, Inc. He has operated his own advisory firm since 1997. Stuart Investment Advisors provides discretionary and non-discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, government entities, and corporations. The firm’s long-term, fundamentally driven investment approach emphasizes customized portfolios of low-cost mutual funds and ETFs, with ongoing monitoring and rebalancing conducted through client-designated custodians.

Lindsey Stuart is a financial advisor at Stuart Investment Advisors, Inc. in Austin, TX, holding a Series 65 credential with two years of industry experience. Prior to her current role, she worked for the Austin Independent School District for nine years. Stuart Investment Advisors provides discretionary and non-discretionary investment management and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, charitable organizations, and corporate entities. The firm employs a long-term, fundamentally driven investment approach, utilizing low-cost, diversified mutual funds and ETFs, and offers ERISA fiduciary services with tailored asset allocation and ongoing client engagement.