Investment Management

TD AMERITRADE, Inc. is a registered broker-dealer, and is not affiliated with
Stewardship Capital, Ltd.

A proactive story.

We're different from other financial firms. We work only for you. As a Registered Investment Adviser, we promise to advise you and do for you what is in your best interests, no matter what. That's what it means to be a fiduciary. Therefore, in managing investments for you, we are only compensated by fees. If you pay upfront commissions to someone for dumping your money into an investment bucket, you may or may not receive proactive help to protect your assets in a declining market. For us to do better, you have to do better—we are on the same side of the table. Plus we always use independent custodians to hold your money and investments.

We actively manage our clients' portfolios for protection as well as growth. We keep our finger on the pulse of the markets, monitoring trends and performance to diversify and allocate investments based upon changing conditions. With three decades of experience, President and Chief Investment Officer, Ron Finke has learned the most important part of long term investing is losing the smallest amount possible in bearish market periods. By doing this, your available resources can help you reach your financial goals more safely. You can have peace of mind without sacrificing your potential for growth.

• Straight Talk
• Fee Based Compensation
• Active Management

We offer our investment management services through independent platforms:

• TD Ameritrade Institutional—Mutual and Exchange-traded Funds, CD's, Stocks and Bonds
• Employer-sponsored Retirement Program—Optimization through Capital Maximizer
• Jefferson National Life Insurance Company—Low-cost Variable Annuities, Tax-deferred Funds