STEWARDSHIP MATTERS

Overview

Stewardship Matters is organized as a corporation under individual ownership and presents itself as a capital allocator that engages third-party managers. The firm lists financial planning, pension consulting and the selection of other advisers among its advisory activities. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm does not position itself as an ESG-focused allocator and is identified as operating within a single state. It reports a classification of “unclassified” in the available snapshot. Stewardship Matters maintains an industry affiliation with an insurance company and indicates use of external managers for alternatives and other investment implementations.

Assets & Accounts

Investments & Alternatives

Location & Offices