Our Portfolios

Stewardship Asset Management currently provides thirteen risk adjusted separate account portfolios to meet the needs of most investors seeking to match their values with their investments. The use of separate managed accounts has benefits not available when using mutual funds. These benefits include but are not limited to:

  • Lower cost
  • Trading efficiencies
  • Higher level of fiduciary management
  • Consolidated Reporting
  • Ability to align your investments with your values
  • Better performance potential
  • Ease of use

For current fact sheets on our portfolios, register under the investment professional tab or email cindy@stewardshipassetmanagement.com