# Stewardship Partners Investment Counsel

Stewardship Partners Investment Counsel is a Bank / Wealth / Trust based in Matthews, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Matthews, United States
- **Region:** North America
- **Address:** Matthews, NC, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** stewardshippartners.com
- **LinkedIn:** https://www.linkedin.com/company/stewardship-partners-investment-counsel

## Regulatory record

- **CRD number:** 115340
- **SEC file number:** 801-62738
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115340

## About

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.

## Sectors

- Hedge Funds
- Public Equities

## Questions

### 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.

### 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.

## Related profiles

- [Stewardship Investment Planning](https://altss.com/profile/stewardship-investment-planning)
- [Stewart Wealth Management](https://altss.com/profile/stewart-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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