Our goal is to build low cost, durable, and tax efficient portfolios that have long term predictable outcomes for each client. We implement proactive ETF strategies to skillfully navigate through changing markets. Each client will have their own unique investment allocation which may include private real estate investments for our high net worth investors. We build asset allocation models that seek consistent returns, goal based investor behavior, with a focus on lowering volatility, taxes, and fees. We have a 500k minimum to get started.
SWM only receives fees as a percentage of assets under management. This creates a fiduciary relationship as well as a long term partnership with our client's goals. Household balances over one million and income specific strategies have lower management fees.
Strategic Partnerships- Charles Schwab Institutional & Forge Trust as Custodian
Since 2007, Stewart Wealth Management has used Schwab Institutional as a custodian for our clients’ investment accounts. As a company, Charles Schwab provides excellence for our trade execution, back office service, and customized statements. Schwab Institutional is a division of Charles Schwab & Co., Inc. and has served investment managers for more than two decades. Accounts of Charles Schwab & Co., Inc (including those held by clients of Schwab Institutional), are insured by SIPC for securities and cash in the event of broker-dealer failure. IRA Services, who specializes in custodial trust services for real estate investments and private equity, may be utilized for investments that go outside of traditional assets.
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