Stewardship Partners Investment Counsel

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.