The Stewardship Center, Inc.

Overview

The Stewardship Center, Inc. is a corporation operating as an independent registered investment adviser. The firm serves both individual and family clients as well as institutional accounts and is structured under individual ownership. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements combine a percentage-of-AUM model with the option for hourly charges. Investment activity is centered on discretionary portfolio management — the firm reports the vast majority of assets under discretionary authority — and leans heavily on pooled public funds and mutual funds as core building blocks. The Stewardship Center, Inc. also uses real estate as an alternative allocation through third-party managers and maintains an affiliation with the real estate broker channel, which supports its real estate sourcing and due diligence. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser.

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Investments & Alternatives

Location & Offices