Company

People · Contact

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.