A complete list of active advisors currently associated with Stewards Asset Management
Warmer can help you find a great advisor at Stewards Asset Management or one who fits your needs even better.
Stewards Asset Management provides tailored investment management, comprehensive financial planning and consulting to a mix of individuals, high-net-worth clients, trusts, estates and business entities, and also serves corporate and institutional clients through model portfolios and retirement-plan work. The firm’s service set extends beyond portfolio management to include personal and business tax return preparation and periodic educational seminars and speaking engagements. The firm applies a combined bottom-up and top-down global investment process that integrates fundamental and technical analysis with ESG considerations, using equities, fixed income, ETFs, REITs, options and selected alternative exposures. Portfolio supervision is discretionary and guided by client objectives, time horizons and risk assessments, and planning clients can access ongoing advice through a retainer-style relationship. What is distinctive about Stewards AM is the combination of institutional-style services and public education offerings at a small scale—managing under $1 million in assets across a very small client base while also providing corporate model portfolios and seminars, services that are uncommon among similarly structured independent advisers. The firm also provides tax return preparation as part of its offerings and relies on an Interactive Brokers institutional platform for custody and trade execution; client reporting is primarily through custodian statements rather than separate written investment reports from the firm.
To learn more about the advisors currently working at Stewards Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Lee, NJ
| 8
|
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