CRD: 115340
Stewardship Partners Investment Counsel, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2000
- Office Locations
- 2
Office Locations
About Stewardship Partners Investment Counsel, Inc.
Stewardship Partners is a Christian investment management firm providing separate account portfolio management for individuals, families, and institutions. The firm focuses on Biblically Responsible Investing, seeking long-term capital appreciation while avoiding ownership of companies engaged in activities it considers harmful. Its research-driven Global Multifactor strategy targets persistent equity factors (e.g., value, size, momentum, low volatility) as a systematic alternative to traditional active or passive approaches.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Natalie Anne duBarry
DIRECTOR
- CRD
- --
- Ownership
- 25% but less than 50%
Stephen Mark duBarry
Chief Executive Officer
- CRD
- #6627108
- Ownership
- 25% but less than 50%
Showing 2 of 10 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,217,944 | $225,286 |
| Non-Discretionary | $0 | -- |
| Total | $73,217,944 | $225,286 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing