A complete list of active advisors currently associated with Stewardship Asset Management LLC
Warmer can help you find a great advisor at Stewardship Asset Management LLC or one who fits your needs even better.
Stewardship Asset Management serves individual investors (including high‑net‑worth individuals) and charitable organizations, providing ongoing portfolio management and financial planning and offering access to estate‑planning tools through an annual license to the Wealth.com platform. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and offers discretionary portfolio management alongside subscription newsletter content and one‑time financial and estate planning services. The firm combines multiple analysis methods—fundamental, technical, quantitative, charting, cyclical, and modern portfolio theory—and implements a broad set of strategies from long‑term investing to short‑term trading. Its trading toolkit explicitly includes options, short sales and margin transactions, and the brochure describes use of derivative strategies within client accounts, which positions the firm toward a more active and potentially higher‑risk approach than many independent peers. Distinctive operational features include a monthly newsletter that is made available beyond managed‑account clients, and an estate‑planning workflow that leverages Wealth.com with advisor read‑only visibility rather than direct drafting of legal documents. The firm also requires clients to custody assets at a specified broker‑dealer, discloses acceptance of soft‑dollar research benefits, and notes management’s other business activities (personal investment entities, a real estate referral license, and rental property management) in its disclosures.
To learn more about the advisors currently working at Stewardship Asset Management LLC, 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 |
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Star, ID
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