Firm Introduction
Steward Partners Global Advisory is a leading independent private financial services firm, with professionals delivering multifaceted financial solutions and a high level service to our clients and their families.AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP
Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence.
Keys to a Successful Relationship
MUTUAL RESPONSIBILITIES
Working together is essential to effective wealth planning. To this end, we both need to make your wealth management strategies a priority. We will:
- Agree to keep each other informed of any new developments that might affect these strategies
- Agree to take the time to regularly review your plan
- Be both honest and forthcoming about your financial situation
- Work to develop mutual trust, respect and understanding
MY RESPONSIBILITIES
My goal is to consistently and responsibly perform all requested services and that I will be available when you need me. I will:
- Treat you with respect, honesty and dignity
- Act as your advisor, putting your interest first
- Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
- Explain the implications of the strategies I propose
- Review your investment accounts with you
- Update you by email, mail and telephone
- To be available to meet with you regularly to review your Investment Plan
YOUR RESPONSIBILITIES
Effective Communication and mutual respect are essential to a successful partnership, so I expect:
- Trust
- Respect
- Honesty
- Complete disclosure
- Sincerity
- Commitment
I expect you to understand that my recommendations are always based on your best interest. As my client, you need to know that all investment, estate and insurance advice are based on the information you provide. I expect you to participate enthusiastically in the wealth management process. Finally, since the growth of my business is achieved through qualified personal recommendations, I expect you to give me an honest opinion of my services and introduce my services to others if appropriate.
Tools
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
NEWSLETTERS
Timely newsletters to help you stay current.
Glossary
Financial terms from A to Z.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
QUOTES THAT INSPIRE US...
Market Insight
Weekly investment strategies and more...Our Office
4949 Meadows Road, Suite 400
Lake Oswego, OR 97035
Jeff (971) 353-7788
Marie (971) 353-7774
Email:
jeff.kantor@stewardpartners.com
marie.clow@stewardpartners.com