Institutional-Grade Expertise with Personal Care
We are Your Personal Portfolio Manager and Financial Planner
We are a fiduciary, your partner in making the most of your resources and achieving your financial goals. We manage money with tailored investment strategies and financial plans customized for the unique goal of each client.
Our deep experience in institutional investment management and risk management help clients navigate the ever-changing financial markets and move towards achieving their goals more efficiently.
Stewards AM upholds socially-responsible investing. We believe our investments and spending impact our society, family, and our future. And we work with you to implement your values through responsible investing and financial accountability, as good stewards of your resources.
We combine institutional portfolio management experience with personal attention in managing money for private clients and corporate businesses.
Our registered investment advisory practice is backed by decades of work in economics and policies, research in equities and fixed income, technical and quantitative analyses, ESG (environmental, social, governance) research, financial management, and risk management.
CEO
W. Caleb Min began his Wall Street career over 20 years ago as a fundamental equity research analyst for an award-winning international mutual fund team at ING Investments, and later developed research and portfolio management efforts at other investment firms. He has worked at Credit Suisse, Calvert Investments, and the sovereign wealth fund of Kuwait.
His in-depth, fundamental research and portfolio management experience in both domestic and international markets, value and growth styles, and sustainable investing allow Caleb to chart and navigate the ever-changing landscape of the investment world. In addition, proprietary technical and quantitative processes bolster the soundness of the firm’s investment process.
Caleb understands the importance of risk management discipline. He successfully protected the equities trading desk business as the trading desk risk manager at Credit Suisse during the global financial crisis and manages portfolios keenly mindful of any risks that may be on the horizon.
In his former career, Caleb was an engineer at General Motors and a management consultant to major industrial corporations. He has a BS degree in Industrial Engineering at University of Illinois Champaign-Urbana, MS in Education at Northwestern University, and MS in Mathematics in Finance at New York University. He is active in the local community and church, and enjoys playing and coaching students in tennis.