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 help, or just need a sounding board, call 1-888-888-3147 (from 7am to 5pm PT Mon-Fri) and you'll get a live voice.
Looking for a recommendation on a portfolio that's best suited for your objectives? Our Portfolio Builder can provide you with a simple solution, whether you're looking for income, growth or something in between.
Our Asset Mix Look-through tool shows you the resulting asset mix of any combination of our funds. The perfect tool for those looking to construct a custom-built portfolio using our income and equity funds.
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.
Our Volatility Meter shows the historical returns of key asset classes and illustrates how diversification can affect a portfolio's volatility and returns over the long run.
Compare and contrast our firm to other common investment providers and vehicles, including: full service advisors, ETFs, investment counsellors, and no-load mutual fund companies.
A resource to help you make sense of the industry's dialect. Think of it as the little black book of investing.
Stay current on news and views from Steadyhand through our almost-famous monthly newsletter and blog.