Stewardship Matters works with individuals to provide clarity and align their investments with their values. They offer third-party managed asset services, assisting clients in selecting a third-party money manager and monitoring their performance. They also provide financial planning and consulting services, including values assessment and Social Security retirement benefits planning. Additionally, they offer pension consulting services to employer plan sponsors.
Fee Structure
Stewardship Matters does not directly manage client assets. Instead, they refer clients to third-party money managers. These managers pay Stewardship Matters a portion of the investment advisory fee that they charge you for managing your account. The exact fees paid to Stewardship Matters will be disclosed in a separate document.