Capital Maximizer™
What is Capital Maximizer™?
The Capital Maximizer™ program provides you with individually tailored professional management of your employer-sponsored accounts and variable annuity contracts. We provide:
- Active professional money management
- Dynamic reallocation with market trends
Eligible accounts
Stewardship Capital manages 401(k) accounts, 403(b) and other employer-sponsored plans, as well as individually owned variable annuities or insurance under this program. Online account reallocation options must be offered through your plan.
The process
Using all of the mutual funds available in your plan, the Capital Maximizer™ program evaluates and reallocates assets into the funds that we expect to perform well. We allocate your plan assets by accessing your account online with the information you provide us. You will receive immediate notification of changes in your allocation from Stewardship Capital. Of course, you still receive all regular reporting from your custodian.
Fees
Modest fees are assessed at .15% of the balance after each quarter end. For example, on a $100,000 balance, the fee for each quarter would be $150.
Ready to start?
Simply e-mail us at This email address is being protected from spambots. You need JavaScript enabled to view it. or call us at 816-833-6650 or toll free at 866-706-6650 and we will help you get started.