The Stewardship Center
The Stewardship Center is an independent, fee-only wealth management and financial planning firm founded in 1995 in St. Louis, Missouri, that serves religious organizations, faith-based institutions, endowments, and wealthy individuals and families with values-based investing, impact investing, and property transaction advisory across the US and internationally.
- Company typePrivate
- Founded1995
- HeadquartersSt. Louis, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What The Stewardship Center does
The Stewardship Center Inc. is an independent, fee-only wealth management and financial planning firm founded in 1995 and headquartered in St. Louis, Missouri, with 100% employee ownership structured for seamless generational transition. The firm serves religious organizations, faith-based institutions, endowments, and wealthy individuals and families, both domestically and internationally. Its core offerings comprise Faith Based Investing (values-based screening referencing religious texts to include or exclude holdings), Real Estate/Property advisory, Impact Investing across themes such as clean energy and education, Sale/Lease transaction advisory (with documented activity across over 20 US states and in Canada, Chile, South America, Germany, and Italy), and general Wealth Management and Financial Planning. There is no proprietary technology platform disclosed; the firm's intellectual property is concentrated in its values-screening methodology and institutional domain expertise.
The firm earns revenue on a recurring, fee-only basis (no product commissions), aligning advisor incentives with client outcomes. Distribution is consultative and relationship-driven, relying on referrals, institutional and faith-community networks, and national-conference thought leadership led by Founder Robert J. Bamberger (former international financial consulting) and Financial and Strategic Consultant Mary Beth Schulte (CPA, MBA, seven years at Big Four firms advising large Catholic institutions). The team carries more than 70 years of combined financial experience with institutions, endowments, and individuals. Client mandates have ranged from religious institutes of 12 members to international communities of 1,200 members, illustrating breadth across institutional scale. Operational scope spans the USA, Canada, Chile, broader South America, Germany, and Italy, while pricing and AUM specifics are not publicly disclosed.
The Stewardship Center firmographics
Firmographics- Name
- The Stewardship Center
- Legal name
- The Stewardship Center Inc.
- Website
- https://thestewardshipcenter.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Stewardship Center is an independent, fee-only wealth management and financial planning firm founded in 1995 in St. Louis, Missouri, that serves religious organizations, faith-based institutions, endowments, and wealthy individuals and families with values-based investing, impact investing, and property transaction advisory across the US and internationally.
- Ownership category
- akta.pro rank
The Stewardship Center industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- akta.pro primary industry
- Stewardship & Active Ownership (Engagement, Proxy Voting, Shareholder Advocacy) (FSAAALAD)
- akta.pro secondary industry
- Corporate Foundations & CSR Grantmaking (BPAGAKAC)
Keywords
Where The Stewardship Center is headquartered
LocationHeadquarters
- HQ city
- St. Louis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Stewardship Center business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Fee-Only Wealth Management and Financial Advisory: The Stewardship Center operates as a 100% fee-only firm, meaning it does not earn commissions on product sales. Revenue is generated through advisory fees charged to clients for wealth management, financial planning, and investment consulting services. This model aligns the firm's incentives with client outcomes rather than product commissions.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
The Stewardship Center product offering
Product offeringCore offering
The Stewardship Center is an independent, fee-only wealth management and financial planning firm that delivers faith-based investment management, values-based portfolio screening, real estate and property stewardship advisory, impact investing, and sale/lease transaction services. The firm serves religious organizations, faith-based institutions, and wealthy individuals and families who want their financial resources aligned with their religious missions and values. Revenue is generated entirely through advisory fees and consulting engagements, with no commissions earned on product sales.
Product overview
The Stewardship Center is an independent, fee-only wealth management and financial planning firm that offers a unified suite of faith-based investment and advisory services. The core offerings include Faith Based Investing (values-based portfolio management for religious institutions), Real Estate/Property Services, Impact Investing, Sale/Lease Advisory, and general Wealth Management and Financial Planning. These services are integrated around the firm's commitment to aligning clients' financial resources with their moral values and institutional missions, serving religious organizations and faith-based institutions worldwide since 1995.
Differentiator
Problem solved
Functional benefit
Products and services
- Faith Based Investing Investment management services that align religious organizations and faith-based institutions' portfolios with their missions and values, utilizing values-based screening to include or exclude investments according to religious principles.
- Real Estate/Property Stewardship Services Stewardship and management advisory for religious community properties, including evaluation of resource utilization, member involvement processes, and decision-making guidance for property sales, leases, or re-purposing, with sensitivity to the emotional complexities of these decisions.
- Impact Investing Investment approach seeking to optimize both financial returns and social impact based on institutional mission or charism, including clean energy, education, and regional enhancement investments, applied with rigorous investment techniques and diligent processes.
- Sale/Lease Advisory Negotiation and transaction advisory services for religious institutes in the sale, lease, purchase, or evaluation of properties across more than 20 U.S. states and internationally including Canada, Chile, South America, Germany, and Rome.
- Wealth Management and Financial Planning Comprehensive financial solutions for institutions, wealthy individuals, and families including strategic investment planning, investment management, and financial decision-making support, built around the firm's faith-based values alignment.
Companies that use The Stewardship Center
Customer profileSegments2 records
Ideal customer profiles2 records
The Stewardship Center technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Stewardship Center partnerships and signals
Strategic signalScale indicators4 records
Recent moves4 records
Expansion highlights5 records
The Stewardship Center competitors and assessment
Company assessmentDirect peers
- Christian Brothers Investment Services (CBIS): CBIS is a Catholic-aligned investment manager serving religious institutes, dioceses, and faith-based organizations with values-based screening and socially responsible investing — directly mirroring TSC's core offering to Catholic religious communities.
- Veris Wealth Partners: Veris is an independent wealth management firm specializing in sustainable, impact, and values-aligned investing for high-net-worth individuals and families — comparable to TSC's values-based wealth management practice for HNW clients.
- Cornerstone Capital Group: Cornerstone Capital provides research-driven, values-aligned investment advisory and wealth management, with explicit focus on faith-and-values screening — comparable to TSC's faith-based portfolio construction methodology.
- Commonfund: Commonfund provides investment management and advisory services to endowments, foundations, and other institutional investors — closely comparable to TSC's institutional client base and advisory-led business model.
- Provenance Wealth Advisors: Provenance is an independent RIA serving faith-based institutions, families, and individuals with biblically responsible investing — closely comparable to TSC's values-screening and faith-based wealth management practice.
- Wespath Institutional Investments: Wespath manages retirement and investment assets for The United Methodist Church and related faith-based institutions, applying faith-aligned investment screens — a direct comparable for TSC's faith-based institutional wealth management model.
Broad incumbents
- Beacon Pointe Advisors: Beacon Pointe is a larger, multi-office registered investment advisor offering wealth management and institutional advisory — a broader incumbent that overlaps with TSC's HNW and institutional wealth management segments but without faith-specific specialization.
Emerging players
- Calvert Impact Capital: Calvert Impact Capital is a nonprofit Community Development Financial Institution focused on impact investing for social and environmental outcomes — adjacent to TSC's impact-investing advisory capability, but with a distinct capital-deployment model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
The Stewardship Center social profiles
Digital presenceThe Stewardship Center financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Stewardship Center leadership team
Management profileNumber of profiles
Profiles2 records
The Stewardship Center funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Stewardship Center M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Stewardship Center
What does The Stewardship Center do?
The Stewardship Center is an independent, fee-only wealth management and financial planning firm that delivers faith-based investment management, values-based portfolio screening, real estate and property stewardship advisory, impact investing, and sale/lease transaction services. The firm serves religious organizations, faith-based institutions, and wealthy individuals and families who want their financial resources aligned with their religious missions and values. Revenue is generated entirely through advisory fees and consulting engagements, with no commissions earned on product sales.
Is The Stewardship Center a public or private company?
The Stewardship Center is a private company. It is classified as management employee owned and is currently operating.
When was The Stewardship Center founded?
The Stewardship Center was founded in 1995. It employs 1 to 10 people.
Where is The Stewardship Center based?
The Stewardship Center is headquartered in St. Louis, United States, in the North America region.
How does The Stewardship Center make money?
One revenue line is on record: fee-Only Wealth Management and Financial Advisory.
Who are The Stewardship Center's main competitors?
Direct peers on record are Christian Brothers Investment Services (CBIS), Veris Wealth Partners, Cornerstone Capital Group, Commonfund, Provenance Wealth Advisors and Wespath Institutional Investments. Beacon Pointe Advisors is listed as a broad incumbent. Calvert Impact Capital is listed as an emerging player.
Does The Stewardship Center have an API?
No public API is recorded for The Stewardship Center.
What industry is The Stewardship Center in?
The Stewardship Center's product category is Wealth Management. Its primary akta.pro industry code is FSAAALAD, Stewardship & Active Ownership (Engagement, Proxy Voting, Shareholder Advocacy), with a secondary code of BPAGAKAC, Corporate Foundations & CSR Grantmaking. Its NAICS code is 523940.