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Charles Steve Henry was raised on a farm near Palmyra, MO. He graduated from the University of Missouri - Columbia with a degree in Economics in 1985. It was about this time that Steve read the Investment Classic "The Intelligent Investor" by Benjamin Graham and he was hooked. Since those days Steve has been fascinated by the investment process. Researching what works and what doesn't work, studying the great money managers and how they invest is not only his job but his passion. In 2003 after many years of being a representative for an independent broker dealer, Steve decided to start his own firm. As a Registered Investment Advisor, Steve can manage your money on a fee only basis.
Steve is a Registered Investment Advisor with the State of Illinois. Mr Henry got his start at the University of Missouri-Columbia majoring in Finance and Economics. In 1995 he passed the US Treasury exam which entitles him to practice before the Internal Revenue Service. Following graduation from The College for Financial Planning in 1997 he passed the CFP board exam. He has more than 25 years experience in financial planning and taxation. Steve has been a guest speaker for various entities regarding retirement planning and various tax issues. He resides in Taylorville Illinois with his wife Laurie and son Charles Sumner.
B.A. Economics - University MO - Columbia 1985
Enrolled Agent (EA) - passed US Treasury exam 1995
President CSH Holdings, Inc. - 1993-present (a franchise of H & R Block offices, Accounting Business)
Graduated College for Financial Planning - Denver, CO 1997
President CSH Properties, Inc. - a real estate investment business 1998-present
Certificate in Financial Asset Management - American College., Bryn Mawr, PA 2004
Master of Science in Financial Services (MSFS) - American College, Bryn Mawr, PA 2006
Graduate of Advanced Value Investing course - Los Angeles, California - Instructors: Whitney Tilson & Glenn Tongue
Graduate of the Value Investing course-Columbia University Graduate School- New York, NY- Instructor: Bruce Greenwald 2008
In addition, Steve has experience as an instructor to professional groups covering such topics as taxation, retirement planning, and estate issues.
At our firm we believe that in order to do the best job for a client, as many conflicts-of-interest have to be removed as possible. It is for this reason that we do not sell proprietary products or take commissions from 3rd parties. What we make, you actually see every quarter and is based on the value of your account. It is important that our interests be aligned. We make more money only if you make more money.
We also believe that investing is just one frame of a persons financial life. Other areas are just as important. Taxes need to be monitored and planning should take place during the year. Estate issues and beneficiary designations need to be considered. All these issues are interrelated and we feel we have the expertise and experience to help our clients with them. We also will not hesitate to call in other experts or work with client's other advisor if necessary.
Read Steve's January 18, 2019 Newsletter by clicking HERE.