The Stewardship Solution

Overview

The Stewardship Solution is an independent Registered Investment Advisor organized as an LLC that focuses on serving individual and family clients. The firm operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-fee engagements. The advisory mandate includes active portfolio management and market-timing services; the firm does not identify as an active ESG investor. Investment activity skews toward liquid public markets with a clear preference for equities. The Stewardship Solution also sources and allocates to third‑party alternative investment managers on behalf of clients, and it uses annuities and mutual funds as part of its product mix. The combination of direct portfolio management and selection-of-advisers capability positions the firm to assemble multi-manager solutions or to act in a family-office-like capacity for families that require coordinated planning and external manager access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices