A complete list of active advisors currently associated with Stewardship Capital

Warmer can help you find a great advisor at Stewardship Capital or one who fits your needs even better.

Stewardship Capital serves individuals (including high-net-worth clients), retirement and profit-sharing plans, corporations, trusts, and estates, providing discretionary portfolio management and financial planning. The firm offers portfolio management across mutual funds, exchange-traded funds, stocks, bonds, covered call strategies and other investments, and assists clients with implementing financial planning recommendations when requested. The firm typically exercises discretionary authority and combines fundamental, technical (including charting and cyclical) analysis with manager research to build portfolios. Implementation can include long- and short-term positions, margin and option-writing strategies (including covered and uncovered options), and the use of leveraged and inverse ETFs and derivatives such as swaps and futures to achieve targeted exposures. What is distinctive about Stewardship Capital is its use of derivatives and option strategies within managed accounts and its explicit discussion of leveraged and inverse ETF implementation and related derivative instruments. The firm is also licensed as an insurance agency and sells insurance products in connection with financial planning, and it participates in educational conferences and makes seminars or workshops available through custodial support relationships.

To learn more about the advisors currently working at Stewardship Capital, 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.