Broker Check

Investment for Your Future.

At Sedalia Investment Advisors, our name is rooted in the history of the Sedalia Trail—the first major cattle trail in Texas. It was a path carved by those with the grit to move forward and the foresight to plan for what lay over the next horizon.

We bring that same spirit of pioneering and persistence to the world of wealth management. We aren't just managing numbers; we are guiding legacies.

DISCOVER YOUR NEXT STEP

Our MissionWe are a firm
 committed to manage our clients’ investment needs with great integrity and superior service

not shown

Stewardship

Stewardship

Stewardship: Like a trusted trail boss, our primary responsibility is the orderly growth of your assets. We maintain a vigilant watch over your portfolio, doing our best to ensure your "herd" reaches its destination.

A Texas Perspective

A Texas Perspective

A Texas Perspective: We value hard work, straight talk, and the importance of a handshake. Our advice is objective, direct, and delivered with the clarity you expect from a partner invested in your success.

Strategic Endurance

Strategic Endurance

Strategic Endurance: The markets are a marathon, not a sprint. We design strategies built to endure volatility and outlast short-term trends, focusing on the long-term milestones that matter most to you and your family.

Looking For More?A Comprehensive Framework for Portfolio Management

Looking For More?A Comprehensive Framework for Portfolio Management

Sedalia Advisors, LLC is newly formed firm, partners Ross Morgan CFP ® and John Harris CFA ® have over 50+ years of industry experience. By merging the successful practices of RCM Advisors and HCA Investments, Sedalia Advisors, LLC leverages the experience and knowledge of these firms to create a more powerful and dynamic advisory firm. At Sedalia Advisors, LLC we don’t just “pick investments”— we act as a long-term financial partner, combining strategy, discipline, and personalized advice to help our clients meet their goals.

1. Discover

The investment process begins with a thorough discovery phase designed to develop a deep understanding of each client's unique financial circumstances, aspirations, and constraints. This foundation ensures that all subsequent planning and investment decisions are precisely tailored to the individual.


· Return Goals
· Risk Tolerance
· Time Horizon
· Tax Considerations
· Liquidity Needs
· Legal Elements

2. Planning

We believe every successful investment journey begins with a plan. We evaluate your current financial landscape—including cash flow, tax considerations, and insurance needs—to build a foundational roadmap that supports your lifestyle and goals.

We take a multi-generational view of your finances. This involves specialized planning for complex needs, such as estate coordination, charitable giving, and business succession, ensuring that your wealth is structured efficiently for both your current needs and the next generation.


· Current Assets
· Outstanding Debt Obligations
· Income
· Monthly Expenses
· Future Cash Flows
· Projection Parameters
· Financial Goals
· Allocation Buckets

3. Implementation

Implementation translates the financial plan into a precisely constructed portfolio. We employ both broad market instruments and individual securities, applying rigorous optimization techniques to construct portfolios that balance risk, return, and efficiency.

· Allocation
· Optimization

4. Monitoring

Continuous monitoring of both macroeconomic conditions and market dynamics ensures that the portfolio remains aligned with the client's objectives and that emerging risks and opportunities are identified in a timely manner.

· Economic Indicators
· Market Signals

5. Review

Formal portfolio reviews are conducted on a regular basis and triggered by material changes in the client's circumstances. Reviews ensure the portfolio continues to reflect the client's current needs and objectives.

· Immediate Cash Needs
· Changes in Investment Policy Statement (IPS)

6. Modification

When review findings indicate that the portfolio has drifted from its target allocation, or that changes in circumstances or market conditions warrant repositioning, we execute a disciplined modification process.


· Adjust Allocation
· Re-Optimize

7. Ongoing Investment Evaluation

We continue to monitor the market and the economy for opportunities to optimize returns for our clients' portfolios in alignment with their financial goals.

 

· Cash
· Liquid Market Assets
· Fixed Income
· U.S. Equity
· Sector Allocation:
· Individual Stocks
· Developed Markets — Non-U.S.
· Market Capitalization:
· Emerging Markets
· Alternatives

Services OfferedWe provide a comprehensive suite of financial services designed to align your capital with your long-term vision. Our process is built on clarity, discipline, and personalized strategy.

Wealth Management

Wealth Management

Wealth Management

Our approach to wealth management goes beyond simple stock selection. We integrate professional asset management with a high-touch service model, ensuring that your liquid assets are working in harmony with your total net worth

Financial Planning

Financial Planning

Financial Planning

We believe every successful investment journey begins with a plan. We evaluate your current financial landscape—including cash flow, tax considerations, and insurance needs—to build a foundational roadmap that supports your lifestyle and goals.

Investment Policy

Investment Policy

Investment Policy

To ensure consistency and discipline, we formalize your strategy through a custom Investment Policy Statement. This document serves as the governing framework for your portfolio, detailing your risk tolerance, return objectives, and the strategic guardrails that guide our decision-making.

Wealth Planning

Wealth Planning

Wealth Planning

We take a multi-generational view of your finances. This involves specialized planning for complex needs, such as estate coordination, charitable giving, and business succession, ensuring that your wealth is structured efficiently for both your current needs and the next generation.

Financial Consultation

Financial Consultation

Financial Consultation

For specific financial crossroads or complex transactions, we provide expert consultation. Whether you are navigating a liquidity event, evaluating a major purchase, or seeking a second opinion on a market trend, we offer direct, objective advice to help you move forward with confidence.

Retirement Strategy

Retirement Strategy

Retirement Strategy

We help you solve for the ultimate financial milestone. Our retirement strategies focus on sustainable income modeling, optimizing Social Security or pension benefits, and managing the transition from wealth accumulation to efficient distribution.

Who We AreThe Trailblazers of Your Financial Future

At Sedalia Investment Advisors, our name is rooted in the history of the Sedalia Trail—the first major cattle trail in Texas. It was a path carved by those with the grit to move forward and the foresight to plan for what lay over the next horizon.
We bring that same spirit of pioneering and persistence to the world of wealth management. We aren't just managing numbers; we are guiding legacies. 

Although Sedalia Advisors, LLC is newly formed firm, partners Ross Morgan CFP ® and John Harris CFA ® have over 50+ years of industry experience. By merging the successful practices of RCM Advisors and HCA Investments, Sedalia Advisors, LLC leverages the experience and knowledge of these firms to create a more powerful and dynamic advisory firm. At Sedalia Advisors, LLC we don’t just “pick investments”— we act as a long-term financial partner, combining strategy, discipline, and personalized advice to help our clients meet their goals.

Get To Know Your Future Advisor

Your Strategy Starts Here.

Let us analyze your assets, assess your needs and develop a plan to meet your needs.

Start The Conversation