511 North Maitland Avenue
Stewardship Matters, Inc. is registered investment advisor. Fee planning and fee assets under management are the core business model.
As I approach asset management there are five critical criteria to guide me: People, Philosophy, Process, Portfolio Construction and Performance. Our main platform partner AssetMark has key role to play in helping me 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 Strategist. Players=Investment managers and individual holdings.
Please call me if you have any questions about my firm or the range of financial products and services I provide. My firm has a relationship with a variety of financial services companies, so if I don’t have a product or service, I know others to refer when appropriate.
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