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© 2005-2019 Stewards of Capital & Co.®   All Rights Reserved.  Florida Mortgage Lender-Servicer License # MLD1201  NMLSR #: 383954

 

Equal Housing Lender. Stewards of Capital & Co., LLC. 8603 South Dixie Highway, Suite 218, Pinecrest FL 33156, NMLS #383954 is licensed by the Department of Corporations regulated under the Florida Office of Financial Regulation, Florida Department of Financial Services and governed by the Consumer Financial Protection Bureau.  Stewards of Capital & Co., LLC is a proud members of the Certified Financial Planning Board of Standards, (CFP®), Certified Mortgage Planning Specialist Institute (CMPS®), International Association of Registered Financial Consultants (IARFC®), Mortgage Bankers Association  (MBA), National Association of Insurance and Financial Advisors (NAIFA), and the Better Business Bureau (BBB)

GLOBAL WEALTH MANAGEMENT

A D V I S O R S

STEWARDS OF CAPITAL

Stewards of Capital can provide answers — and practical solutions — to the concerns of investors who may be ready to take the next step in their financial journey. 




 

Global Wealth Management

Features of our Select Investor Program



We will perform a comprehensive analysis of your current investment portfolio; Diversify your assets across various types of investments to control risk and enhance performance potential; Seek out the best investment opportunities by continually analyzing new investment opportunities; Make ongoing buy, sell and hold decisions for your model-portfolio assets; Monitor your model portfolio’s performance and composition on a recurring basis

Your Stewards of Capital Financial Advisor will meet with you regularly to review your results, track your progress and ensure that the model portfolio investment strategy in which you are invested remains consistent with your personal values, situation and goals.  Our comprehensive, fee-based asset management program examines your specific objectives, risk tolerance and time frame in order to identify an appropriate asset-allocation strategy and fund mix for pursuing your goals.

Our goal is simple: to provide affluent individual investors who prefer to delegate the daily details of managing their assets with a comprehensive and sophisticated solution that allows them to pursue their financial objectives while simplifying their lives.​