Our Story

Finally, brothers and sisters, whatever is true, whatever is noble, whatever is right, whatever is pure, whatever is lovely, whatever is admirable- if anything is excellent or praiseworthy-think about such things.
- Philippians 4:8

Stewardship Asset Management, LLC, exemplifies a genuine commitment to excellence in Biblically Responsible Investing (BRI).  Conceived and birthed in the heart of Jeff Rogers, the idea of using separate managed account portfolios screened for biblical values would bring momentum to a growing BRI movement.  JEFF ROGERS (see bio) was a pioneer and key thought leader in the “morally responsible” movement and recognized the need for something more than just clean mutual funds with mediocre returns. As a wealth manager, he understood his clients would need more comprehensive portfolios using separate account managers to obtain advantages not found in mutual funds. After doing extensive research, Jeff found that even though there were a few committed separate account managers using BRI screens, there were no platforms or portfolios in place using the BRI screening process. 

In December 2004, Jeff convened a meeting with other key “thought leaders” in the BRI movement.  After much discussion, Jeff decided to pick up the baton and find someone to build a BRI platform.  He believed he would find a viable platform already in place that could be customized using the screen overlays offered through the Biblically Responsible Investing Institute (BRII).

After working to find a solution for over a year, JEFF was counseled by friends and colleagues to take his idea and create the platform himself. After much prayer, JEFF decided to move forward but he would need help.  JEFF’s first call was to Dann Harris (see bio), long time business and spiritual mentor, who serves as SAMs Chief Executive Officer (CEO).  Through God’s providence, Dann’s good friend, Michael Winkle (see bio), one of the nation’s leading market strategist, would become the Chief Financial Officer (CFO).

In 2006, Stewardship Asset Management, LLC was created and from our understanding, the first multi-manager, biblically responsible separate account asset allocation platform was born. It would take another year and a half and hundreds of research hours to find investment managers, a back office TAMP provider and build the SAM platform. Never losing sight of a commitment to excellence, Stewardship Asset Management launched its first portfolios in 2008.