Steward Capital Management

Steward Capital Management provides investment management and wealth‑preservation services to individual clients (including high‑net‑worth investors) and a range of institutional clients such as pension and profit‑sharing plans, trusts, estates and pooled private investment vehicles. The firm delivers portfolio management and investment advisory services, and is compensated primarily through asset‑based and negotiated advisory fees.

The firm uses a core/satellite, global diversified balanced approach with defined equity allocation ranges (aggressive to conservative) and offers portfolios built from ETFs, mutual funds and selected individual securities. Research and security selection incorporate fundamental and technical analysis using Bloomberg and Credit Suisse HOLT valuation metrics, and portfolios are tailored through client interviews, risk questionnaires and coordination with centers of influence when appropriate.

What distinguishes the firm is its active role in real estate investing and fund sponsorship: affiliated entities operate real estate management activities and the firm serves as investment manager or general partner to private pooled funds (including Steward Real Estate Partners Fund I, LP and WCERS Opportunity Fund, L.P.), and it periodically provides real estate sourcing and management advice. Steward manages roughly $95 million in SEC‑registered assets with slightly more held on a non‑discretionary basis than discretionary, may accept performance‑based fees for certain accounts, and disclosed an SEC administrative order relating to private fund audit disclosure that resulted in a civil penalty.