Steward Partners Investment Advisory, LLC
Overview
Steward Partners Investment Advisory, LLC is a registered investment adviser based in Stamford, Connecticut. The firm specializes in providing comprehensive wealth planning, investment strategy implementation, professional asset management, institutional consulting, and business solutions to family, institutional, and multigenerational investors. Steward Partners operates as an employee-owned, full-service independent partnership, emphasizing personalized service and a commitment to excellence. The firm's investment approach encompasses a diverse range of asset classes, including fixed income, private equity, real estate, and venture capital. Steward Partners focuses on various investment stages, such as growth, late stage, pre-IPO, buyout, turnaround, and distressed opportunities. This broad investment scope allows the firm to cater to a wide array of client needs and objectives. With a fiduciary responsibility to its clients, Steward Partners acts in their best interests, ensuring transparent and conflict-free investment advice. The firm's dedication to high-level client service and unwavering commitment to excellence have been recognized through various industry awards and accolades, reflecting its strong track record and investment philosophy.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Steward Partners Investment Advisory, LLC
What sectors does Steward Partners Investment Advisory, LLC invest in?
Steward Partners Investment Advisory, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Connecticut, United States. Steward Partners Investment Advisory, LLC is listed as a institutional investor in the ConnectSafely investor database.
What stage does Steward Partners Investment Advisory, LLC invest at?
Steward Partners Investment Advisory, LLC backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Steward Partners Investment Advisory, LLC invest in?
Steward Partners Investment Advisory, LLC invests across United States.
Who are the partners at Steward Partners Investment Advisory, LLC?
Team members listed for Steward Partners Investment Advisory, LLC include Dawn Mayfield (Divisional Business Director).
What companies has Steward Partners Investment Advisory, LLC invested in?
Steward Partners Investment Advisory, LLC's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Steward Partners Investment Advisory, LLC?
Steward Partners Investment Advisory, LLC's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
