We will perform a comprehensive analysis of your current investment portfolio; Diversify your assets across various types of investments to control risk and enhance performance potential; Seek out the best investment opportunities by continually analyzing new investment opportunities; Make ongoing buy, sell and hold decisions for your model-portfolio assets; Monitor your model portfolio’s performance and composition on a recurring basis

Your Stewards of Capital Financial Advisor will meet with you regularly to review your results, track your progress and ensure that the model portfolio investment strategy in which you are invested remains consistent with your personal values, situation and goals.  Our comprehensive, fee-based asset management program examines your specific objectives, risk tolerance and time frame in order to identify an appropriate asset-allocation strategy and fund mix for pursuing your goals.

Our goal is simple: to provide affluent individual investors who prefer to delegate the daily details of managing their assets with a comprehensive and sophisticated solution that allows them to pursue their financial objectives while simplifying their lives.​