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    Our Services

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    Our Services

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    Our Services

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Investment Planning

At Stewardship Advisors, we understand that successful investing can be a key to helping you achieve your financial goals. We draw on deep expertise and decades of team experience to manage investment portfolios that are designed to meet your unique needs with as little risk as possible. Our investment portfolios are:

  • Customized. Your personalized portfolio will be tailored to match your goals, your comfort level with market risk and your timeframe for retirement and other objectives.
  • Personally managed. We don’t just farm out investments to third-party managers, as many advisors do. As a discretionary asset manager, we make investment decisions in-house, led by our investment committee. This creates a key differentiator from other firms: Direct accountability to our clients.
  • Tax-managed. Our team proactively employs every tool at our disposal to minimize tax impacts within clients’ investment portfolios. Our tax-management tools include tax-loss harvesting and minimizing expensive, short-term capital gains.
  • Flexible. We don’t set and forget our clients’ portfolios. Our investment committee continually monitors six-month market forecasts and makes tactical adjustments as warranted to minimize risk and maximize the opportunity for gains.

As a client-centered firm, we recognize that individual situations, needs and values should be reflected in each client’s portfolio. Many of our clients opt for faith-based or socially conscious investing, and we are well-positioned to help them with our specially designed model portfolios.


Stewards of  your finances

Stewards of your finances

We believe that as stewards of others’ finances, the best way we can serve is to walk beside our clients on important decisions throughout their lives.

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