SCM
uses quality mid-to-large cap stocks which are publicly traded
on the U.S. exchanges. Standard & Poors Depositary Receipts
(SPDRs), a very liquid investment vehicle which trades on the
American Stock Exchange (AMEX), and is designed to mirror the
S&P 500 Index, are also used to efficiently rebalance market
value drift. When deemed appropriate to achieve a client's investment
objective, SCM can also include International iShares MSCI Series/ADRs
(American Depository Receipts), and REITs, (Real Estate Investment
Trusts) for a four or five asset class investment portfolio.
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Domestic
Equity:
Steward Capital Management's Domestic Equity strategy
is designed for clients who prefer to be fully invested in the
stock market at all times. The objective is to outperform the
stock market index over a full market cycle. The following defines
the primary equity styles and capitalization levels offered
by SCM: Equity Styles: Core, Growth, Value Capitalization Levels:
Large Cap, Mid Cap, Small Cap. Top
Exchange
Traded Funds: Introduced mid-year 2001, this strategy
is designed to allow clients greater diversification in the market
by owning less securities and reducing overall costs. Exchange
Traded Funds (ETF's) are a group of securities that are publicly
traded and that track particular market indexes and allows a portfolio
to represent nearly every asset class, capitalization, style and
sector. A portfolio is specifically designed to meet each client's
particular risk/return profile, which provides greater diversification
and better management with a lower cost than traditional portfolio
management. Top
