Our Investment Philosophy

We believe your investment plan should be built around your goals — not a prepackaged model. That’s why we don’t create our own funds or push in-house products. Instead, we carefully select independent, professional asset managers with proven track records to help meet your needs.
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Our due diligence process combines data analysis, in-depth research, and ongoing monitoring to ensure your investments stay aligned with your objectives. We look at a manager’s experience, decision-making process, and long-term performance—not just short-term results.

Here’s how we do it

Manager Sourcing

We identify potential managers using performance data, industry research, and market insights.

Thorough Evaluation

We review leadership, strategy, and results, and meet directly with investment teams.

Ongoing Monitoring

We regularly track performance, review changes, and adjust when needed.

With access to a wide range of investment styles—strategic or tactical, mutual funds, ETFs, stocks, and bonds—we can build a portfolio that reflects your goals, risk tolerance, and values. Our focus is simple: to give you quality investment options and help you stay on track toward your financial future.

Your Future, Your Plan

Let’s connect for complementary consultation to see what’s possible.

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Disclosure
The individuals identified as Stewardship Financial Group are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.
A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.
PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.
Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.
The Lifetime Investment Platform is an advisory program sponsored by PFS Investments under the name Primerica Advisors. For additional information about the program, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure.
Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative.
Primerica representatives are not estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.
This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.
Investing entails risk including loss of principal. Past performance is no guarantee of future results.