Our mission is to build a long-term relationship of trust and understanding between our clients and our firm by expanding our knowledge and expertise in the financial arena and maintaining an awareness of the broader issues facing each of our clients and religious institutes. We feel it is our obligation to empower our clients by educating them on the financial and managerial issues that affect their lives, institutions, and ministries and to treat each client with the professional respect they deserve.
The Stewardship Center, Inc. (TSC) was organized to provide professional objective investment management and financial consulting services to religious institutes and their institutions. We act as advisors and advocates to our clients . . . and as liaison between the client and various money managers. We work for our clients' benefit by anticipating and responding to the changing financial needs of religious institutes. TSC is not the traditional Consulting firm. Recognizing the unique needs of religious institutes, our tailored process has been designed and enhanced through over 20 years of experience working with religious institutes.
Philosophy: We are proponents of Modern Portfolio Theory. The asset allocation model is specifically developed for each client, rather than fit the client into one model. Our asset allocation decisions are derived from a proprietary program designed by our consultants resulting in a strategic financial direction appropriate for each institute.
Accountable: We are not directed by another firm or strategic alliance. We are accountable only to our clients (and the needs of each Client).
Focused/Specialist: Our services are designed specifically for Religious Institutes.
Flexible: Recognizing that each institute is unique with different requirements, we structure each relationship based on the specific needs of the client. Should changes occur within the institute, we can adjust accordingly.
Advisors: We not only explain the numbers, but the meaning behind the numbers and the impact on the institute.
Reporting Capability: all report systems are in-house. We customize reports that are usable and understandable.
TSC is a registered investment adviser.
We operate from a team concept. Every clients' situation is reviewed by members of our advisory committee. So all of our clients benefit from the combined decades of knowledge of our advisors and benefit from the experiences of all of our clients. Our advisory committee reviews the needs of each client, performs various due diligence during the manager selection process, and visits each of the clients for presentations when needed.