Riverside, CA Office

Steward Advisors Group is a registered investment adviser serving individuals (including high-net-worth clients), trusts, estates, and charitable organizations, managing roughly $105 million in discretionary assets for about 100 clients. The firm provides discretionary portfolio management and written financial planning and also advises on tax, insurance, and estate matters through referrals or client-requested consultations.

Portfolios are tailored to clients’ stated objectives and risk tolerances and the firm explicitly incorporates clients’ faith-based and moral values into investment screening and security selection; most assets are invested in marketable stocks, bonds, ETFs and mutual funds, but the firm also may allocate to private placements, private equity, private debt, REITs and other alternatives and may engage sub-advisers for specialized strategies. Steward uses fundamental analysis and asset-allocation techniques, conducts regular (typically quarterly) account reviews, and states that it acts as a fiduciary for retirement accounts under ERISA/IRC.

Distinctive features include a relatively small advisory team managing six offices — an uncommon footprint for firms of this size — and formal affiliations with other investment-adviser and fund-management entities, which the firm discloses and monitors when directing clients to affiliated investments. In addition, some supervised persons hold insurance licenses and the firm’s senior compliance professional is a CPA; these professional affiliations and licenses can generate separate compensation streams and are addressed in the firm’s conflict disclosures and policies.