The Stewardship Solution

Overview

The Stewardship Solution is an independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm markets itself to individuals and families and serves primarily through financial planning and portfolio management for individuals and small businesses. It also provides selection of other advisers and offers market timing services. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee options. The firm does not self-identify as an active ESG investor and is not described as a multi-state adviser. The firm is designated as a capital allocator, which suggests it may construct portfolios using third-party managers or non-firm vehicles when appropriate. Reported activities emphasize advisory services (planning and discretionary portfolio management), and the firm’s client base is focused on individual and family relationships rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives