Query Capital
Description
Query Capital is a queer-centered financial planning and values-based investment management firm. We provide an initial financial planning reviewing your financial situation, including budget, benefit, career, credit, estate planning, tax planning, and retirement planning. Clients have the option to continue after the financial plan to ongoing planning including investment management, which seeks long-term returns while divesting from oil, weapons, and prisons, and prioritizing contributions to the common good.
We are a small trans-owned business and certified by the NGLCC. Query Capital meets virtually with clients anywhere in the US but has a special place in its heart for St. Louis due to family roots.
We have no investment minimums and charge on a sliding scale based on income and net worth (see website for fee calculator).
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Detailed Resource Information
Populations Prioritized
Restrictions/Eligibility Criteria Present
- Restrictions/Eligibility Criteria Absent
Restrictions/Eligibility Criteria
Age
- Adults (19-64)
Gender
- Transgender Women
- Transgender Men
- Non-Binary
- Queer
- Agender
- Gender Non-Conforming
- Genderfluid
- Genderqueer
- Two-Spirit
Sexuality
- Queer
- Non-Monogamous / Polyamorous
- Asexual Spectrum
- Aromantic Spectrum
- Bisexual
- Pansexual
- Gay
- Lesbian
- Two-Spirit
Identity Affirming Vetting Policies
Queer-Owned/-Led
- Yes: Queer-Owned/-Led
Queer-Owned/-Led Notes
Trans-Owned/-Led
- Yes: Trans-Owned/-Led
Trans-Owned/-Led Notes
Immigrant-Owned/-Led Notes
BIPOC/Black-Owned/-Led
- Yes: BIPOC-Owned/-Led
BIPOC/Black-Owned/-Led Notes
Sexual Orientation-Affirming Policies Notes
Gender Identity-Affirming Policies Notes
Immigrant-Affirming Policies Notes
Black/BIPOC-Affirming Policies Notes
Other Accessibility Factors
COVID Guidelines: Notes
Ways to Access Resource
- Virtual Option(s) Available
Cost
- Sliding Scale (fee based on income and other factors)
Cost: Notes
Payment or Insurance Accepted Notes
Language Interpretation Offered Notes
Language Translation Offered Notes
Documentation Required Notes
Confidentiality
- Has its Own Confidentiality Policies in Place
Confidentiality Notes
Other Conditions for Accessing Service Notes
Availability
- Currently has open slots