We build customized portfolios, without commissions or third-party incentives, through our strategic partnerships with Fidelity Institutional Wealth Services, Charles Schwab, and TD Ameritrade Institutional. Clients may use a custodian beyond these three if desired, but may have limited service capabilities and potentially higher custodial fees.
WHAT WE DO
We create a suitable mixture of investments, including asset class selection and location, tax-sensitive investment selection, and a combination of equities and fixed income.
We implement the porfolio according to your goals, risk tolerance, time horizon and investment perspective.
We manage the portfolio throughout your lifetime, including creation, progress monitoring, and regular adjustments as required.
We report on Your Comprehensive Performance at TD Ameritrade, Charles Schwab, and Fidelity Institutional. Additional accounts may be granted Performance Reporting opportunities based on technology compatibility and current custodial services.
All accounts are managed in a non-discretionary manner, which means we won’t process transactions without seeking and receiving your authorization first.
WHY WE MAKE SENSE
- We minimize your underlying investment expenses by using tax-efficient ETFs (Exchange Traded Funds)
- We can overlay your portfolio allocation across multiple accounts
- Biblically Responsible and Socially Responsible portfolios are available
- We will identify and track your cost basis and contribution basis
At Sound Stewardship, we take a principled approach to investing. Our latest white paper explains our portfolio construction process, which includes 10 basic principles. Download the white paper here.