A complete list of active advisors currently associated with Stewardship Partners Investment Counsel, Inc.
Warmer can help you find a great advisor at Stewardship Partners Investment Counsel, Inc. or one who fits your needs even better.
Stewardship Partners Investment Counsel, Inc. is a SEC‑registered investment adviser managing roughly $73.2 million for high‑net‑worth individuals, individual clients and a range of institutional accounts, offering discretionary and non‑discretionary portfolio management, asset‑allocation advice and consulting. The firm also manages accounts through third‑party programs, including wrap‑fee arrangements, and works with client‑selected custodians or program sponsors as described in its brochure. The firm’s investment philosophy emphasizes a long‑term, growth‑and‑quality orientation with a global search for leading and emerging companies, low turnover and Biblically Responsible Investing (BRI) screening to guide exclusions. Stewardship Partners supplements fundamental stock selection with optional strategies that include long/short approaches, tactical overlays using inverse ETFs, Bull & Bear timing portfolios and systematic quantitative strategies built on multifactor risk models and portfolio optimization. Distinctive features noted in the brochure include active use of concentrated and micro‑cap positions and a disclosed performance composite for accounts that exclusively hold Theratechnologies, a company in which the firm and certain employees hold meaningful positions. The firm also discloses written arrangements to compensate third‑party solicitors for client referrals and participation in wrap programs where it is paid by program sponsors, and it makes performance information and its Form ADV brochure available to clients and prospective clients.
To learn more about the advisors currently working at Stewardship Partners Investment Counsel, Inc., 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.
You can also browse Stewardship Partners Investment Counsel, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Olmstead, KY
| 10
| |
Chester Springs, PA
| 24
|
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