A complete list of active advisors currently associated with Stewardship Investment Services LLC
Warmer can help you find a great advisor at Stewardship Investment Services LLC or one who fits your needs even better.
Stewardship Investment Services is a state-registered, single-advisor investment advisory firm that provides personalized financial planning and coaching, portfolio management, and complimentary educational seminars to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. Services are delivered through consultations and documented engagement agreements tailored to each client’s circumstances. Investment programs are individually designed around a client’s risk tolerance, time horizon, and objectives and typically rely on equities, fixed income and exchange-traded funds using buy-and-hold or periodic rebalancing approaches; the firm may employ model allocations and conducts quarterly or semiannual reviews with more frequent monitoring when market conditions change. The adviser may exercise limited discretionary authority for rebalancing and places client assets with a single custodian for execution and custody. The firm manages a modest book of business—about $1.6 million across roughly two dozen clients—which reflects its solo-practitioner structure and a stated policy of having no formal account minimum. Distinctive operational features include the firm’s exclusive use of Interactive Brokers for client accounts, a practice of not voting client proxies (clients retain proxy-voting responsibility), and the combination of fixed-fee planning with optional ongoing coaching; the principal is also engaged in real-estate development and affordable housing activities.
To learn more about the advisors currently working at Stewardship Investment Services 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 |
|---|---|---|
Beaver, OR
| 1
|
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