At Steward Capital Management, we partner with each client to provide strategic, intelligent advice on managing their investments. We concentrate on developing innovative solutions while utilizing a sound investment process that addresses the needs and concerns of our clients. As part of our relationship-based management approach, we steer away from the “cookie cutter” investment models offered by some firms in favor of portfolios that reflect the unique needs and goals of each client. For us, clients are not accounts with money to be managed, but partners who have entrusted us to listen, monitor and care for their assets.

We endeavor to offer the most cost effective and well researched components to include in our portfolios. We were one of the first advisers in the country to use Exchange Traded Funds (ETFs) in client portfolios in 1995, thus offering a low cost answer to achieve asset allocation and diversification.

We believe successful financial outcomes are a result of careful resource management. In an effort to increase servicing to our clients, we work with centers of influence to provide financial and estate planning. We are closely involved with the communication and interaction that occurs regarding this extended servicing, thus providing a central focal point for information for our clients and colleagues. We strive to combine the responsiveness and flexibility of a privately held firm, with the depth of services and expertise indicative of larger investment management companies.

Steward Capital Management is a Registered Investment Adviser under the Investment Advisers Act of 1940.    Form CRS   |    ADV Part 2A

If you have further questions regarding Steward Capital Management please contact 248.647.5990 or email: lking@stewardcapital.com.