By Tom Bradley
As we’ve worked to build our firm over the last six years, one of the frustrations we’ve had is that people don’t know we can manage ‘their’ money. They are aware of us, may follow our writing and even buy into our philosophy, but they think we only work with institutional clients and wealthy families. Our frustration comes from the fact that Steadyhand is suitable for a wide range of individual clients.
This communication barrier has been gradually breaking down, but to help it along, we’ve put together a Feature Comparison tool. Placed prominently on our home page (hint: it’s an apples to apples comparison), the tool compares the Steadyhand offering to four other common providers – full service advisors (brokers), ETFs (via a discount broker), investment counsellors and other no-load mutual fund companies.
The tool lets investors drill into seven categories:
- Firm
- Investment Philosophy
- Product Offering
- Service Offering
- Cost
- Performance Reporting
- Miscellaneous
Obviously, we’ve tried to put our best foot forward, but we’ve also made every effort to be complete and balanced in laying out the features of the other players. Having said that, if you see any omissions or feel we’ve misrepresented the experience you’ve had with other firms, please let us know.