Stewart - Clendenin Team
We Are Your Financial Advocate
Recognizing that no two clients are alike, we take the time to listen – and to understand – your particular circumstances, goals and aspirations. This understanding serves as the basis from which we develop a comprehensive plan combined with sophisticated technology that addresses every facet of your wealth.
When crafting an integrated wealth management plan, we draw on our expertise in the following areas:
- Financial Planning
- Retirement Income Planning
- Business Planning
- Research & Portfolio Advisory
- Tax & Estate Planning
- Digital Asset Planning
Your goals remain the centerpiece of our recommendations and strategies.
Meet Your Team
Institutional Thinking for Individual Investors
We believe that individuals and families with significant wealth can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our approach to managing client assets is rooted in the following core strengths:
- Deep understanding. Before we invest any money for a client, we first determine the client’s goals, tolerance for risk and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.
- Disciplined portfolio construction. Based on the specifics of each client’s situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset class – across sectors, industries, and countries.
- Rigorous oversight. When implementing a client’s investment strategy, we use a stringent process to screen top money managers, selecting those who meet the objectives established for that client. Once the appropriate managers have been chosen, we provide ongoing oversight and make changes as appropriate.