Investment Management

Investment Management

At Stewardship Capital, we are committed to helping provide clear and simple investment solutions to help you confidently achieve your financial goals. As financial partner advocates, we constantly research, strategize and take the actions necessary to diversify and allocate investments based on ever-changing market conditions.

As Registered Investment Advisors with a fiduciary duty, we look out for your best interests and put your hard-earned money to work. First, an investment plan is created, carefully considering your goals and level of risk. We report investment results regularly and meet with you as often as you would like. It’s that simple.

  • 401(k) – Our Capital Maximizer program gives you access to the same investment philosophy and strategy we employ for our client accounts.
  • Traditional/Roth IRAs – Excellent tax deferred accounts to grow your retirement dollars.
  • Rollover IRA – Transfer a previous employer 401k/403B/Profit Sharing Plan into a new Rollover IRA account to potentially receive improved choices and benefits.
  • Trust Accounts – Built to direct your money to leave the legacy you desire.
  • Taxable Accounts – For money you may need to access before retirement or for those who have maximized their retirement accounts and want to save more.
  • 529 Plans  A great way to save and grow money on a tax deferred basis for your child’s higher education.

We work in partnership with, and all accounts are held by: 

TD Ameritrade

We work in partnership with, and all accounts are held by: 

TD Ameritrade