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Steward
Capital Management, is one of the largest independently owned money
management firms in Southeastern Michigan. SCM corporate office
is in Bloomfield Hills, Michigan
Asset
allocation and diversification are the primary themes of SCM's investment
approach. The firm's investment philosophy is to achieve consistent
above-average returns over full market cycles by appropriately allocating
funds between major asset classes to achieve the client's stated
risk/return objectives. The portfolio is also diversified across
different sectors and individual securities to effectively manage
overall portfolio risk. SCM works closely with clients to identify,
clarify, and understand their financial objectives in order to develop
an appropriate investment approach focused on their specific investment
needs, goals, time horizon, and tax situation. A combination of
asset allocation, diversification, and investment style mix is used
to develop the appropriate investment approach and portfolio structure.
Each client's customized portfolio is continuously monitored and
periodically rebalanced as market conditions and relative valuations
of asset classes and individual securities change.
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