A complete list of active advisors currently associated with Stewardship Trust Advisors
Warmer can help you find a great advisor at Stewardship Trust Advisors or one who fits your needs even better.
Stewardship Trust Advisors is an SEC-registered advisory team that serves individuals (including high-net-worth clients), retirement plans, businesses, charitable organizations, trusts and banks. The firm provides discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) and 3(38) retirement plan fiduciary services. The firm relies on fundamental securities analysis and generally emphasizes long-term, diversified portfolios while occasionally pursuing short-term opportunities, tailoring allocations to clients’ goals, risk tolerances, time horizons and liquidity needs. Account implementation is done at the individual-account level with occasional aggregated block trading, and some clients engage in options and margin trading — practices that introduce added risk and affect portfolio valuation and fee calculations. Stewardship Trust Advisors was formed through a recent consolidation and continues to honor legacy client agreements while working to transition to a unified operational approach, which can result in differing client terms during the transition. The firm’s owners are also licensed insurance agents and the adviser discloses receipt of third‑party research and revenue‑sharing from certain mutual funds, arrangements the brochure identifies as potential conflicts of interest for clients to consider.
To learn more about the advisors currently working at Stewardship Trust Advisors, 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 |
|---|---|---|
Grandville, MI
| 26
| |
Grandville, MI
| 36
| |
Grandville, MI
| 7
| |
Grandville, MI
| 23
|
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