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Stewardship Partners Investment Counsel
Founded in 2000, Stewardship Partners Investment Counsel operates as a registered investment advisor in Matthews, North Carolina. The firm builds separate...
Stewardship Partners Investment Counsel
Founded in 2000, Stewardship Partners Investment Counsel operates as a registered investment advisor in Matthews, North Carolina. The firm builds separate accounts for individuals, families, charitable institutions, endowments, and other institutional clients. Its investment philosophy centers on Biblically Responsible Investing — seeking long-term capital gains through companies it considers a blessing to mankind, while screening out businesses it identifies as profiting from sinful activities. The firm's primary offering is the Global Multifactor strategy, which targets persistent return factors including value, small size, momentum, low trade activity, and low volatility. The strategy compares itself against the Vanguard Total World Stock ETF. For the year ending 2025, the composite returned 29.44% gross (28.18% net), with a 1.4% dispersion across accounts. The firm typically requires a $50,000 minimum initial account size, though the composite minimum is $1,000. Geographic exposure spans global equities, with performance reporting in U.S. dollars and reflecting foreign currency exchange rates. Stewardship Partners claims GIPS compliance and prepares its performance presentations under those standards, though it has not been independently verified. The standard annual management fee is 1.00%, and model net returns are calculated by deducting 0.083% monthly. The composite inception date is July 1, 2015.
General information
Firm type
Bank / Wealth / Trust
Year founded
2000
Location
Region
North America
Country
United States
City
Matthews
Corporate office
Matthews, NC, United States
Sector focus
Frequently asked questions
What is Stewardship Partners' investment approach?
The firm runs a Biblically Responsible Investing framework through its Global Multifactor strategy. It seeks to capture returns from proven factors — value, small size, momentum, low trade activity, low volatility — while excluding companies involved in activities it considers sinful. The strategy is benchmarked against the Vanguard Total World Stock ETF.
How does the firm's religious screening affect its portfolio?
Stewardship Partners actively avoids owning companies it determines are engaged in activities that bring spiritual or physical harm, in line with its Christian mandate. It does not publish a specific list of excluded sectors, but its website frames the screen as a "what would Jesus do" test applied to portfolio management.
Is Stewardship Partners' performance GIPS verified?
The firm claims compliance with the Global Investment Performance Standards (GIPS) and presents its composite accordingly, but it has not undergone an independent third-party verification. Prospective allocators should confirm whether they require a verification report during due diligence.
What is the minimum investment for the Global Multifactor strategy?
Stewardship Partners typically accepts accounts with $50,000 or more. For composite reporting purposes, the minimum account size is $1,000. The standard annual management fee is 1.00%.
Does Stewardship Partners manage institutional assets beyond high-net-worth families?
Yes. The firm's client base includes charitable institutions, foundations, and endowments alongside individuals and families, all served through separately managed accounts.
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