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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