Family Office Services

Stewards Capital has licensed The Robb Group and the Major Domus family office to provide a wide range of portfolio management services to our families including; traditional asset management services, advisory services, and asset management services across global assets.

PORTFOLIO MANAGEMENT

Risk Adjusted Returns. In line with our investment philosophy we seek to avoid asset overpricing and ‘herd’ investing in our allocations to target the protection of capital.

INVESTMENT CONSULTANCY

Our experienced consulting team focuses on providing deep investment consultancy insights, which translate into profitable portfolio allocations, and individual investment trades.

Please contact The Robb Group here at therobbgroup.com.au.

MANAGER SEARCH AND SELECTION

Stewards Capital’s manager search and selection process leverages off both the traditional institutional databases known used by most major financial institutions and a unique private database built on emerging businesses, managers and past successful projects with other wealthy families over more than decade.