Steady Returns specializes in managing money for retirees and high net worth investors. They use long-term demographic trends, relative currency valuation, and asset class diversification to guide their investment strategy in managing portfolios their clients can depend on.
They look for significant, long-term trends to guide their investment allocations. For example, the aging of the population in the U.S. They believe this one factor will profoundly impact inflation/deflation, the size of the workforce, consumer spending, and the growth of the healthcare sector.
At Steady Returns, clients:
- Can talk with their advisor as much as needed.
- Are not going to do any paperwork.
- Have online access to a comprehensive view of their investments.
- Receive frequent communications from the team about pertinent financial topics.
For more information, please contact Christopher Burr, Director of Client Service, at [email protected]