Investments

Investments

At Stewardship Financial Planning, we believe in helping clients invest intelligently and inexpensively. The less you spend in fees and sales commissions, the closer you are to achieving your financial goals. Learn more about our fee structures.

Investing Approach

We use a bucketing strategy for investing, which creates a mixed portfolio of conservative and aggressive investments. This approach helps to protect short-term investments from negative market swings while allowing long-term funds to be invested more aggressively with the goal of producing higher returns. Allocation of funds depends on your timeline – the closer you are to needing the money, the more conservative the investments will be.

Type of Funds

Stewardship advises only on No-Load Mutual Funds, Exchange Traded Funds (ETFs) and high-quality fixed income securities such as CDs and Treasuries. No-Load Mutual funds and ETFs offer tremendous diversification and have no sales commissions. Stewardship uses a mix of managed and index funds.

You Are in Control

At Stewardship, we are here to guide you on your journey, but you will always maintain control and possession of your investments. For added convenience, you have the choice of giving Stewardship permission to execute trades on your behalf.

Invest intelligently – contact us today!