Strategies

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

US Equity BRI    Fact Sheet
A diversified portfolio of US companies that meet our fundamental, valuation and BRI screening criteria

US Quantitative BRI    Fact Sheet
A diversified portfolio of US companies designed to maximize long-term risk-adjusted return

US Index BRI    Fact Sheet
A diversified portfolio designed to closely match the returns of major US equity market indices

US Growth Index BRI    Fact Sheet
A diversified portfolio designed to closely match the returns of major US equity market indices with an emphasis on growth stocks

US Value Index BRI    Fact Sheet
A diversified portfolio designed to closely match the returns of major US equity market indices with an emphasis on value stocks

Global Equity BRI    Fact Sheet
A diversified portfolio of US and international companies that meet our fundamental, valuation and BRI screening criteria

Global Bull & Bear BRI    Fact Sheet
A diversified portfolio positioned to take advantage of bull and bear markets

Global Quantitative BRI    Fact Sheet
A diversified portfolio of US and international companies designed to maximize long-term risk-adjusted return

Global Index BRI    Fact Sheet
A diversified portfolio designed to closely match the returns of major global equity market indices

Global Concentrated BRI    Fact Sheet
A concentrated portfolio of US and international companies that meet our fundamental, valuation and BRI screening criteria

Global Shield Tactical BRI    Fact Sheet
A portfolio designed to identify the greatest threats to investors and shield them from the risks of those threats becoming reality as best possible

Global Rising Dividends BRI    Fact Sheet
A concentrated portfolio of US and international companies that meet our dividend yield, expected growth in dividends, and BRI screening criteria

Global Concentrated Dividend Yield BRI    Fact Sheet
A concentrated portfolio of US and international companies that offer attractive dividend yields and also meet our BRI screening criteria

Global Balanced BRI    Fact Sheet
A more conservative portfolio of US and international stocks as well as bonds

Global Asset Allocation High Yield Tactical BRI    Fact Sheet
A portfolio designed to give clients broad diversification among geographic regions, currencies and asset classes while simultaneously targeting a high yield

International Equity BRI    Fact Sheet
A diversified portfolio of international companies that meet our fundamental, valuation and BRI screening criteria

International Quantitative BRI    Fact Sheet
A diversified portfolio of international companies designed to maximize long-term risk-adjusted return

International Concentrated Dividend Yield Tactical BRI    Fact Sheet
A concentrated portfolio of international companies that offer attractive dividend yields and also meet our BRI screening criteria