Capital Maximizer™
What is it?
The Capital Maximizer™ program provides you with individually tailored professional management of your employee accounts. Research shows that investors are more likely to achieve higher returns and, therefore, reach their financial goals by taking advantage of the services of professional financial advisors. Stewardship Capital, Ltd. reviews your employee account on a regular basis and makes the changes necessary to maximize long-term return and minimize risk of loss – exactly what you would do if you had the time, interest, knowledge, experience and resources that we do.
We offer this service to many individuals wanting professional management of their employee accounts. Stewardship Capital, Ltd. provides:
-
Active professional money management
-
Routine reallocation for the best performance
-
Maximization of growth and protection in all market trends
-
Capital Security ™ or Capital Growth ™ Options
Eligible accounts
Stewardship Capital, Ltd. manages 401(k) accounts; 403(b) and other employer sponsored plans as well as individually owned variable annuities or insurance under this program.
The process
Using all of the mutual funds available in your plan, the Capital Maximizer™ program evaluates and reallocates assets into the funds that we expect to perform best over the next 60 days. We allocate your plan assets by accessing your account online with the information you provide us. During each two-month period we repeat the process. You will receive immediate notification of changes in your allocation from Stewardship Capital, Ltd.
Fees (It doesn’t cost, it pays!)
Modest fees are assessed at 1/6 of .6% of the balance at the time of the reallocation. For example, on a $100,000 balance, the fee for each reallocation would be $100.00.
Frequently asked questions
When can you start?
Simply e-mail us at capmax@stewcap.com or call us toll free at 866-706-6650 and we will help you get started.
My company has instructed me to never give out my account information or PIN. Why should I share it with you?
We work with confidential information on a daily basis and we have systems in place to maintain security. We will never divulge your account number, PIN, balance or any other personal information we gather about you to anyone outside our office or to anyone within our office who does not need that information to act on your behalf.
Will Stewardship Capital, Ltd. help with my other investments?
Yes. Our advisors are available for a consultation anytime.
|