Financial Guidance for a Secure and Worry-Free Future
Have confidence in your decision-making, and live the life you’ve earned
Or call us anytime:
Taylorville, IL: 217.824.4211
Columbia, MO: 573.808.1959
STABILITY
PROTECTION
Growth
Worried about managing and protecting your money?
Not getting the guidance you need?
Feeling uncertain about your financial future can be stressful. We understand it can also be hard to find a committed advisor to help you plan wisely.
How we can help you
Investment Strategies
Minimize risk and maximize your hard-earned money with the right balance of investments at the right time.
Wealth Management
Grow and maintain your wealth by thinking holistically about your assets and investments.
Retirement Planning
Be in charge of your retirement and live comfortably knowing you have the right plan for you and your family.
Estate Planning
Protect your family and your assets with a plan that saves you money on expenses and taxes.
Business Succession
Ensure a smooth transition of power when the time comes to move on from your business.
“We’ve known Steve for decades. He’s honest, hard-working and trustworthy. He does his own research and does an excellent job with that.”
Jeff
“Steve is really trustworthy. He is easy to talk to and very knowledgeable about a lot of different subjects, not just investments. We’ve known him for over 20 years, and he’s always treated as really well.”
Lou
Our Latest Articles
YEAR END 2025 INVESTOR LETTER
We closed 2025 with 10 of our positions up over 50% and 6 of those advanced more than 100%. We had a few nonperformers but those were limited to very small losses. Let's start with the winners. In my year end letter for 2024 we talked about my bullishness towards...
A look at our investment process. Part three
Part 3 investment process: Franchise value or finding and valuing long term compounders In our previous segments we highlighted our first 2 steps in our investment process. First is asset value. This could be what it would cost for someone to replicate the assets of...
A look at our investment process. Part two
A valuation of Dollar General Last time we went through our first detailed step in the valuation process. Using Madison Square Garden Sports (MSGS) as an example we valued the assets of the business. We then compared that to the stock price. After doing that we came...
Our Approach
For over 20 years we’ve given our clients the guidance they need to find peace-of-mind, confidence, and success with their investments
Step 1
We listen
Understanding your needs and goals is what matters most.
Step 2
We plan
Together we’ll establish a robust and confident strategy.
Step 3
You succeed
Receive continued guidance to stay on track with your goals.
Getting impersonal service from a large broker isn’t fair. You deserve to be listened to and spoken to in a language you understand. Having clarity in our strategy and plans is really important, because without your buy-in we can’t be confident that we’re doing the right thing for you and your family.
When you work with CSH Investments, you get a partner that takes a holistic approach to your financial planning. Your future will be secure because nothing will be overlooked, and our guidance won’t come with an expiration date.
Transparency in the financial services industry can be illusive, but we state up-front: we don’t work on commission, and we’ll never surprise you with hidden fees. We want you to have all the information you need to make smart financial decisions, and having access to your advisor anytime will make that possible.
Everyone deserves a reliable financial partner they can trust
Working together we’ll ensure you live a comfortable, financially-stable life.
Or call us anytime:
Taylorville, IL: 217.824.4211
Columbia, MO: 573.808.1959