Stewardship Investment Services LLC

Overview

Stewardship Investment Services LLC operates as a small, independent advisory firm serving individuals and families with planning and portfolio management. The firm charges clients on an asset-based fee schedule and runs predominantly discretionary mandates, concentrating the manager’s time on tailoring equity-centered portfolios for a limited client roster. Investment activity skews toward liquid public markets—primarily exchange-traded equities—while supplemental allocations include mutual funds and corporate debt to handle income and diversification needs. Stewardship also uses outside managers for select alternative exposures, giving it the ability to add private-market or commodity-linked positions when suitable for a client’s objectives. The practice appears designed for hands-on relationships rather than institutional scale: modest assets under management and a compact client base suggest advisors can customize holdings and implement third-party alternative strategies selectively. Stewardship does not identify itself as an active ESG investor and focuses its advisory services on individual and small-business clients through financial planning and portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices