Strategies

Stewardship Partners offers a variety of separately managed account investment strategies:

US Multifactor    Fact Sheet
A portfolio designed to systematically outperform the broad US equity market

US Multifactor Tax-Efficient    Fact Sheet
A portfolio designed to systematically outperform the broad US equity market on an after-tax basis

Global Multifactor    Fact Sheet
A portfolio designed to systematically outperform the broad global equity market

Global Multifactor Tax-Efficient    Fact Sheet
A portfolio designed to systematically outperform the broad global equity market on an after-tax basis

Global Defensive    Fact Sheet
A portfolio designed to outperform the global equity market while also providing downside protection

International Multifactor    Fact Sheet
A portfolio designed to systematically outperform the broad international equity market