The Steadyhand Experience

Call us selfish. We've built a firm around the way we want our own money managed. And we provide a level of service and reporting that makes sense to us. This means your experience with Steadyhand is likely to be a little, well, different than what you may be used to.

Client Statements

Transparency is a key value of ours. On your quarterly account statement, we show the performance of your account(s) front and center. You'll also see the fees that you paid to us over the quarter both in dollar terms and as a percentage of your total assets.

A Live Voice

When you call 1.888.888.3147, you'll get a live voice. Automated switchboards are for the banks. You'll be speaking with an investment professional. We're happy to answer account-related inquiries, discuss your asset mix, or share a laugh with you over the latest principal-protected note (PPN).

Electronic Delivery

We deliver all client reporting materials (statements, confirms, regulatory documents) electronically through the secured portion of our website in order to ensure that you receive information in a timely and efficient manner. And we're helping to save a tree or two.


Our blog is the medium by which we aim to keep you informed, educated, and dare we say entertained, on investment matters of interest. We strive to provide an objective viewpoint on the good, the bad, and the ugly so that you can make informed investment decisions.

Investment Returns

At the end of the day, you're here for returns. Take comfort knowing that we're invested alongside you. In fact, we're Steadyhand's largest clients. And we like making money in the markets. Again, call us selfish.