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 is a registered investment adviser that provides tailored investment management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, business entities, foundations, and corporate clients. The firm also offers model portfolios and retirement-plan services for corporate clients, and provides personal tax return preparation through a third-party provider. The firm combines bottom-up fundamental analysis with top-down macro views, and supplements those methods with technical analysis and ESG considerations to construct global portfolios across long- and short-term horizons. Financial planning clients receive written plans and may elect ongoing monthly access to a planner who monitors the plan and performs annual reviews, with risk assessment rubrics used to align client objectives and model portfolios. Stewards is notable among peers for explicitly managing portfolios for corporate and other institutional clients and for offering educational seminars and speaking engagements on financial topics, services that are uncommon for independent advisers of its size. Despite modest assets under management (about $1.04 million across roughly 15 clients), the firm recommends Interactive Brokers as custodian and leverages its institutional platform (including block trading and institutional tools), which can influence trade execution and operational capabilities relative to many small advisers.

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.