Stewardship Matters provides financial planning, consulting, and third-party investment management services to individuals, families, and retirement plans. Founded in 2001 and wholly owned by Scott G. Thomas, the firm helps clients align their portfolios with their personal, social, and moral values. Stewardship Matters does not manage money directly in-house; instead, the firm helps clients select and monitor external professional portfolio managers. In addition to investment oversight, Stewardship Matters offers comprehensive financial planning covering retirement, estate planning, education funding, insurance analysis, and specialized values-based assessments.
Fee Structure
Stewardship Matters does not manage investments directly. Instead, the firm connects you with third-party professional portfolio managers and helps oversee their work.
- How you pay: The third-party money managers charge an investment advisory fee and share a portion of that fee with Stewardship Matters.
- Cost: The third-party managers will not charge you a higher fee than they would have charged without Stewardship Matters introducing you.