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As a fee-only Registered Investment Advisor, Stewardship Capital, Ltd. and its employees receive no compensation based upon product sales or trading activity. We pick investments from thousands of choices based solely upon their likelihood of superior investment performance for you and the fast changing economic and political environment we live in today.
Here is just a sample of our evaluation criteria:
- Is the American economy headed toward recession or inflationary growth?
- Are investing opportunities brighter domestically or globally?
- What sectors are surging and which are sinking?
SCL never has possession of your assets. Instead, TD Ameritrade Institutional, a leading discount brokerage company, provides fiduciary services including custody of investments, account recordkeeping and monthly reporting. We use no-load mutual funds, exchange-traded funds and certificates of deposit and also have the ability to buy and sell individual stocks and bonds through TD Ameritrade.
When your money grows, we both win – when your money shrinks, we do more than just “feel your pain.” Our fees drop too. We work for you and no one else.
Other Services
Stewardship Capital, Ltd. provides financial planning services which can include many areas from cash flow analysis to educational planning, debt management and charitable giving. We can also help meet insurance needs directly or by referring you to a qualified insurance agent.
We also provide investment rebalancing services for individuals with a 401K plan or variable annuities. Stewardship Capital, Ltd. can act as an advisor in this case with your plan custodian, such as Fidelity. For a small fee we can rebalance your assets to the best investment options for the next 60 days.
What You Can Expect
Getting Started
Your account applications will be sent to TD Ameritrade to establish your account. You will receive a confirmation from them verifying the information you provided.
Money will be deposited to the account(s) by a transfer form(s) or by check from you.
Regular Reports
Each month you will receive a statement from TD Ameritrade. Each quarter you will also receive a statement from us showing your current balance and a market commentary.
At the end of each quarter you will receive a report showing the performance of your account(s) compared with applicable market indices. If you have a taxable account, you will receive all necessary tax information from us or TD Ameritrade in early February for tax reporting.
E-mail Options
Please let us know if you want to receive information (reports, invoices, newsletters, etc.) by e-mail. If you do not notify us you will receive all information from us by regular mail.
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