Maguire Stewardship Partners

Overview

Maguire Stewardship Partners is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a combination of percentage-of-AUM fees and fixed fees and operates as a single-state adviser serving mostly individual and family clients. Its public filing shows a concentrated operating model: discretionary mandates and public mutual funds are the primary vehicles for client portfolios. The firm does not identify itself as an active ESG investor and is not positioned as a capital allocator or pension consultant. Investment practice centers on managed, fund-based solutions rather than direct stock-picking or large-scale alternative allocations. Given the client base and scale, the firm appears to emphasize diversified mutual fund exposures to deliver broad equity, fixed income and blended asset allocation strategies tailored to smaller-balance households and business-owner clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices