Prepare > Act > Results
Steward Capital Investment Philosophy- Fee Only
“The best investment approach that I believe in is an approach where the investment is paired with an actual financial plan or specific objective. Strategy can then be developed and implemented with an end goal defined. Investing success can then be measured in response to action taken & results are accountable to their desired impact of the plan”
PLAN | “Blue Print”
- Develop a simple & easy to understand Financial Plan created for you to take action and get results
- Seasonal Planning Service that includes retirement saving & income, investment review, manage cash & lifestyle asset advice & many other needs that you may wish to plan for
- Your Financial Blue Print (plan) will be a living plan that you can have updated real time through modern data feeds in which you can see the progress towards your goals daily
- Annual Advice & subsequent investment management strategies maintain the connectivity to you as the client to ensure that we, as your advisors, are synced to your current financial reality
Invest | “Steward Capital”
- Provide great value & diversification
- Core/Satellite Asset Allocation with tactical allocation for our Managed Portfolios
- 401K & Retirement Account Advice & Quarterly Recommendations
- Discretionary Asset Management for quicker response to changing markets
- Macro-driven advice for Allocation in combination with Technical data for execution
- Coordination of investing guided by your Blue Print Financial Plan for clients who engage both services
Method | “Getting Started”
- Meet for a pressure-free meeting to determine if we are a good fit for what you are looking for in a financial advisor or consultant. Conduct due diligence on how we advise & how we invest
- If you decide to move forward with us then we will outline in detail “working together” and welcome you to the process in our next face to face meeting
- We are Fee Only advisors and charge a flat annual fee for planning & an asset fee for management or advice related to investments. No commissions or kickbacks