Stevard LLC

Stevard provides family office and investment advisory services to high-net-worth individuals, trusts, family LLCs and partnerships, private foundations, and family businesses. Its offerings include financial planning and portfolio management plus expanded family office functions such as accounting, tax compliance and preparation, property and real estate management, insurance review, and philanthropic and estate planning.

The firm’s investment approach focuses on developing investment themes and implementing them primarily by selecting independent investment managers and managed products, emphasizing multi-asset portfolios aligned with client investment policies. Stevard conducts ongoing monitoring of recommended managers—typically on a quarterly basis—seeks opportunities in less efficient markets, and states a cautious stance toward hedge funds due to transparency, fee and tax considerations.

Noteworthy features include that the firm’s principal is a Certified Public Accountant and the firm may provide tax and accounting services directly and coordinate with clients’ other advisors, a relationship the brochure discloses can create potential conflicts of interest. The firm also incorporates private placements and pooled investment vehicles into family office portfolios and operates a tailored, retainer-oriented family office model serving a relatively small number of client relationships.