Firm IntroductionSteward Partners Global Advisory is a leading independent private financial services firm, with professionals delivering multifaceted financial solutions and quality level service to our clients and their families.
AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP
Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering quality-level client service with an unwavering commitment to excellence.
FULL RESOURCES OF A LARGE, MULTINATIONAL FINANCIAL SERVICES FIRM
Steward Partners Global Advisory uses Raymond James as custodian for all assets and securities held on our clients' behalf. Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. With more than 8,400 associates worldwide and $1.17 trillion in total client assets*, the company's business includes investments, brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.
A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS
As a Registered Investment Advisor (RIA), Steward Partners Global Advisory acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. The Firm and its advisors owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.**
*As of 6/30/2021
The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock
In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first.
O’Hare Wealth Management Group, in conjunction with Steward Partners Global Advisory, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select clients with the core tenets of integrity and trust.
Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work.
Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.
ResourcesWelcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
Market InsightWeekly investment strategies and more...
Steward Partners Global Advisory
1017 W Glen Oaks Ln, Suite 150
Mequon, WI 53092