Tools

Below you'll find a variety of tools to help you build and manage a portfolio of Steadyhand funds. If you're looking for further advice, help, or a sounding board, just call 1-888-888-3147 and you'll get a live voice (automated switchboards are for the banks).

Portfolio Builder

Our Portfolio Builder assists you in building a customized portfolio of Steadyhand funds that meets your particular objectives and needs.

Steadyhand Portfolios

Our Steadyhand Portfolios are hypothetical model portfolios. They represent a suggested mix of funds designed to meet the objectives of various types of investors, ranging from income-oriented to aggressive growth.

Fee Calculator

Our Fee Calculator shows you the fees associated with any given portfolio of Steadyhand funds. It also shows you the costs you'll save as compared to investing in a fund that charges a category average fee.

Library

Our library is home to a variety of videos and publications written by Steadyhanders, our fund managers and other investment professionals. From short information articles to in-depth research pieces, there's something for everybody. And the best part, no late fees.

Looking for advice?
Call 1 888 888 3147
for a live voice

Video: Getting Started

Wondering what you need to do to get started with Steadyhand? This short video explains it all.

Play Video (2:20 min, 10.7 Mb)