We Customize Investment Strategies to You

Tailored Strategy We manage money according to each clients' goals, risk tolerance, and the investment plan we decide on together. We create and manage tailored investment strategies for our clients using primarily equity, fixed income, and opportunistic asset classes. Our portfolio management strategies range from active, absolute returns to passive index bench-marking to market-neutral strategies. And according to the client’s risk tolerance, we seek to capture out-performance during periods of rising market cycles and protect your portfolio during downturns. We primarily use a mix of individual stocks and low-cost exchange-traded funds (ETF's) to keep the costs down and help maximize the total performance of your portfolio.

Versatility The depth and breadth of our experience enable us to be boundless in capturing opportunities across the world, industries, and investing styles. At the securities level, we apply a multi-faceted approach of fundamental and technical research to select each security and arrive at a strong conviction for the security selection. Additionally, we assess the Environmental, Social & Corporate Governance profile of each company to determine the impact of your money on our society and the world. Combined together, the unique perspectives on investments help form a strong conviction for the portfolio’s sustainability and future performance over time.

Hands-on Management Unlike many investment advisors, we do not farm out your money to a third-party firm. Your money is managed in-house according to the customized strategy we decide on together. We take care of your portfolios and make investment decisions for your portfolio on a day-to-day basis so that they are managed in a timely fashion and according to the customized strategy we decided on together. You can talk to us anytime to get real-time insights on market dynamics that affect your portfolio.

Security Client assets are held in safekeeping by one of the largest and top-rated custodians in the business, and access to real-time account information is available at any time. Stewards AM is granted limited power of attorney to implement the investment strategy but we never take possession of your assets. Our authority is limited by the custodian to managing investment holdings and sending money to external bank accounts owned by you.