Frequently Asked Questions
What Makes Stewardship Advisors, LLC Different?
A few things. First and foremost, we are set up as an independent firm in order to provide our clients with better service and results. We don’t work in a commission-based “sales” environment, but in a fee-based model that allows us to provide comprehensive, objective advice and solutions.
Another key difference lies in our investing. We personally manage our client’s portfolios—compared to many advisors, who farm them out to distant management firms. We do this in order to be more responsive and accountable to our clients.
Why Should I Work With a Fiduciary Advisor?
Who Are Your Clients?
What is Your Investment Approach?
Stewardship Advisors’ investment approach is distinguished by a few key factors. We create customized, personalized portfolios that are designed to achieve your goals—not just beat a random benchmark.
We personally manage our clients’ investments, in a process underpinned by our in-house investment committee. This creates true customization and direct accountability to our clients, a key differentiator.
We aim to maximize long-term returns by minimizing tax impacts. And we are proactive and flexible. Our investment committee continually monitors the markets and makes tactical adjustments we believe will help to minimize risk and potentially maximize gains.
Finally, we offer faith-based or socially conscious investment portfolios, to align with our clients’ values and goals.
Which Services Do You Provide?
Broadly, we provide investment management and comprehensive financial planning. Our financial planning includes:
- Investment planning
- Retirement funding
- Retirement income planning
- Cash-flow optimization
- Education funding
- Social Security maximization
- Risk management
- Charitable giving
- Estate planning