Stewardship Matters, Inc. is registered investment advisor. Fee planning and fee assets under managment are the core business model.
As we approach asset managment there are five critical criteria to guide us: People, Philosophy, Process, Portfolio Construction and Performance. Our main platform partner AssetMark has key role to play in helping us with proper due diligence and implementation.
Let's say you wanted to buy a sport team franchise. You would look to hire a general manager early in the process to help guide all the rest of the decisions. Think of Scott and AssetMark as co-general managers to select coaches and then coaches select trainers and players. Coaches=Portfolio Strategiest. Players=Investment managers and individual holdings.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.