Stewardship Capital

Stewardship Capital, Ltd. is a registered investment adviser established in 1997, offering investment supervisory services and financial planning. The firm's owner, Ronald Finke, has been in the financial services industry since 1982. Stewardship Capital, Ltd. acts as a fiduciary, obligated to act in the client's best interest at all times. The firm provides discretionary portfolio management, investing in mutual funds, ETFs, stocks, bonds, and other instruments. Financial planning services cover various aspects such as retirement, tax planning, and estate planning. The firm charges fees based on a percentage of the account value, with a minimum asset value of $50,000 for investment supervisory services. Clients have the option to pay fees monthly or quarterly. Stewardship Capital, Ltd. may also provide insurance products through its brokers. The firm primarily manages client accounts on a discretionary basis, allowing for trading activity without prior authorization for each trade. Investment strategies include long and short-term purchases, leveraged ETFs, and option writing. Stewardship Capital, Ltd. uses various methods of analysis, including fundamental and technical analysis. The firm does not participate in initial public offerings and does not guarantee future results or protection against market losses. Clients receive regular performance reports and have access to educational conferences and consulting services provided by the custodian, Schwab. The firm emphasizes privacy and security of client information, with safeguards in place to protect personal data.