We created Steadyhand to provide you with a better investing outcome and a simpler, more human experience.
A portfolio built for you
We help you build a customized portfolio that’s best suited for your objectives by using our own investment funds. Or you can use our simple tools to construct a portfolio on your own.
Our focus is on making you money, not tracking an index or chasing fads. This means our fund lineup is tight and our managers concentrate on a limited number of investments. We've coined our philosophy 'undexing’.
All about Undexing
Clear and reasonable fees
Importantly, there's no middleman or commissions to add to the cost or muddy the waters when you deal with us directly. Our all-inclusive fees are low, clearly reported and best of all, they go down as your portfolio grows and the longer you're a client thanks to our unique Fee Reduction Program.
More on Fees
Along the way, our team of experienced Investor Specialists are readily available to assist with any questions, account inquiries, or specific advice on all things investing.
If you'd like to further explore whether Steadyhand may be a good fit for you, we’d love to have a conversation. You can reach us at 1-888-888-3147 from 7am — 5pm PST Mon-Fri. Or, book a video, phone, or in-person meeting with a member of the team.
Book a meeting
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