by Scott Ronalds

At Steadyhand, we believe in investing alongside our clients — what we like to call “eating our own cooking.” We feel there’s no better way to prove a commitment to our investment philosophy and business approach, and ultimately our clients, than to put our money where our mouth is.

We go a step further by annually publishing our firm’s co-investment levels, which show how much of our personal assets we have invested in our funds. There are few firms in the business that disclose this level of transparency.

The latest figures are in, and we can report that every employee continues to have a significant portion of their financial assets invested alongside our clients. On average, the team has 82% of our financial assets invested in the Steadyhand funds (as of June 30th). In dollar terms, our employees and families have $47.8 million invested in our funds.

These figures highlight our commitment to aligning our interests with yours — we experience the same fund performance, client reporting, and fees that you do. And we receive no “insider perks” when it comes to costs; we pay the same fees you pay and enjoy the same discount program.

For a more thorough overview of co-investment and why it’s important, we encourage you to read our companion piece on the topic, Showing You the Money.