What can a Stewardship Investment Consultant do for you?
• Help you clarify and quantify your goals.
• Help you avoid costly investment mistakes – often driven by emotions.
• Provide expertise on screening and selection of investments and investment managers.
• Monitor the portfolio’s returns and risks, relative to benchmarks.
• Rebalance periodically back to the long-term target asset allocations and make tactical changes based on the current economic and market environments.
• Report results to you and review your portfolio with you quarterly or semi-annually.
Our Investment Management Philosophy and Process
Global Top Down Portfolio Design
Stewardship Wealth Management seeks to invest with a global perspective. The U.S. is the leader in many industries and we have the best entrepreneurs in the world but we don’t have a monopoly on good ideas or on good companies. Additionally, the U.S. is not growing wealth faster than many emerging markets; so many opportunities exist outside our borders. Based upon this premises we design portfolios that are globally diversified with the following process:
1. Global Economic and Financial Market Analysis
2. Global Diversification in all Asset Classes
3. Asset Allocation
4. Sector and Style Diversification
5. Security Selection
6. Monitor and Rebalance
|
